• iOS 9.0 or higher
• iOS 10.0 or higher
• iOS 11.0 or higher
• iOS 12.0 or higher

• Android 6.0 “Marshmallow” or higher
• Android 7.0 “Nougat” or higher
• Android 8.0 “Oreo” or higher
• Android 9.0 “Pie” or higher

The list structure of Onventis Buyer is also reflected in the list view of the mobile app.  You can use the icon  to expand and collapse each list element, depending on how much information you want to see about an individual element in the order list.

If you have decided for a document, you can click on it and select the document. In the first step you can then decide which information you want to view. Compared to Onventis Buyer, the information overview in the first smartphone screen displays the tab selection in Onventis Buyer.

If you want to view the base data of the order, select the base data now. The Onventis mobile app also provides you with more detailed information on the base order data. The data here is divided into the same categories as in Onventis Buyer.

In the base data itself, you can expand or collapse the individual areas by clicking  for a better overview.

At the same time, you have access to the context-related document actions via the multi-action button at the bottom right of the screen.

If you choose Items in the information overview of the purchase order, the next step displays the item list of the purchase order. The item list displays all relevant information of the items in a list.

At the same time, you have access to the context-related document actions via the multi-action button at the bottom right of the screen.

If you choose Items in the information overview of the purchase order, the next step displays the item list of the purchase order. The item list displays all relevant information of the items in a list.

At the same time, you have access to the context-related document actions via the multi-action button at the bottom right of the screen.

Immediately after the first login to the new Onventis Mobile App, a pop-up message appears: “Your dashboard is not configured. Would you like to add widgets?”

• If you answer this question with yes, you will be directed to the Dashboard configuration (see “Configuring Dashboard”).
• If you answer this question with no, your dashboard will be displayed empty (second picture from left).

With a single click on , you can set up or customize your dashboard at any time.
If you have set up your dashboard and added more than 6 areas to your dashboard, you will reach the second “page” of your dashboard with a swipe to the left.  Above your dashboard you also have access to the catalogue search and the article scanner.

If you want to configure your dashboard, go to the Configure Dashboard page. Depending on the current state of your dashboard, the items you’ve already added appear under “Added”, while those you haven’t added yet appear under “More Controls”.

Add areas

To add areas, simply press the

of the desired area under “Other Controls”.

Alternatively, hold down the desired area and simply slide it upwards.

Remove areas

To remove areas from the dashboard, simply swip to the left in the respective element and the delete icon   will appear. Simply drag to the left and the item will be deleted.

Alternatively, you can hold down the desired area and drag it down to the More Controls area.

With a single click on the area will also be removed form the Dashboard.

Changing the sorting of areas

Hold down the desired element and simply drag it to the desired position.

Sorting (list from top to bottom) results in Dashboard:

In the approval list, you have the following functions available in a release document, depending on the configuration:

• Release
• Forward release
• Reject release

You can call up these actions for each item with a simple swipe to the left in the approval list.

To release a document, simply swipe to the left in the list on the receipt. Now you can access the possible actions. Tap , select the items you want to release in the following window (via ), optionally enter a comment on the release and then confirm with

. The document will be released.

Please note: The release process of the mobile app is the same as the release process in Onventis Buyer and depends on the configuration. Depending on the configuration, your release procedure may differ from this description.

To reject a release, simply swip to the left in the list on the receipt. Now you can access the possible actions. Tap , enter a comment on the rejection and confirm the rejection by tapping

. The release is rejected.

Please note: The release process of the mobile app is the same as the release process in Onventis Buyer and depends on the configuration. Depending on the configuration, your release procedure may differ from this description.

To forward a release, simply swipe to the left in the list on the receipt. Now you can access the possible actions. Tap

, select the user to whom you want to forward the share and confirm the forwarding by tapping

. The release will be forwarded to the selected user.

Please note: The release process of the mobile app is the same as the release process in Onventis Buyer and depends on the configuration. Depending on the configuration, your release procedure may differ from this description.

To sort the share list, simply tap

. This takes you to the page for selecting sorting and filtering. Now simply select the desired sorting and the desired filters and confirm the selection by tapping on

. The sorting will be adjusted.

If you select the filters, a small icon will appear in the upper right corner of the filter & sort page. If you press this button , the sorting will be cancelled.

If filters are activated, the filter symbol in the list view of the release list will be coloured in your CI colour. This allows you to see whether filters are activated or not.

If you want to see more information about the document to be released, simply click on the document in the approval list. You end up in the document itself (depending on rights) and can view the information.

With this button

you are able to release, reject or forward the document, regardless of where you are in the document.

Using the catalogue search, you can easily serach for desired articles in your defined catalogue assortment across all catalogues.

You can call up the catalogue search via the menu item Catalogues.

By clicking on

you can still filter the results of the search query and sort them differently. If a filter is activated, the filter button will be colored with your CI color.

The scanner can be accessed from the menu or Catalog Search or your Dashboard. Simply click on  . Now you can scan the desired article with QR or bar code. The respective results for the scanned barcode will then be displayed in a list.

By pressing the button

you can enable the lamp of your smartphone so that you can also scan codes in darker areas without problems.

Tap  to close the scanner again.

Please note: To use the scanner, you must allow the Onventis mobile app to access your camera in your settings. Otherwise the scanner cannot be used.

To access the catalogue navigation, simply swipe from the catalogue search to the left.

Now you can see all your catalogues stored and assigned in your account listed in tiles. By scrolling down you can view all your catalogues. To call up a catalogue, simply tap on it.

If it is an internal catalog and no external catalog (like OCI or cXML) you can navigate to the articles in a category by simply tapping on the respective category.

You can also call up your OCI and cXML catalog via the mobile app.

To do this, go to the overview of your catalogues. You can recognize an external catalog by the button

.

The selected catalogue will be opened in your mobile browser. Select the desired products and transfer the shopping basket with a click to the shopping basket conclusion of the external shop. The shopping cart will be transferred to the Onventis App (confirm this in the pop-up window when transferring the shopping cart).

The article list gives you an overview of all products and all relevant information in a compact and clear way.

If you would like to learn more about a particular item in your list, simply tap on the item in question. The relevant information is then displayed.

With a simple click on the photo in the item details you can enlarge it with a simple tap. You can close the enlarged view by clicking  or by simply clicking next to the image.

You can easily add items from the list by moving a swipe to the left and tapping on the displayed icon in the shopping cart

.  Alternatively, you can also tap

in item detail view.

In the following step you enter the desired quantity of the article and confirm the quantity selection with a click on

.

The shopping cart overview can be reached via the menu where you will find all the products that you have placed in the shopping cart. Each product already provides you with the most important information in the overview. You can also use swipe gestures to recall specific position actions.  Further functions can be found in the header of the shopping cart.

The shopping cart summary shows you the current value of your shopping cart.

Please note: To be able to send a shopping cart, the desired items must be “marked”.

You can change the quantity per position quickly and easily without having to click into the position.

In the first step, swipe to the left. The so-called “Position menu” opens. 

From the position menu, click on the “Change quantity” icon

. The system allows you to change the quantity. Confirm the new quantity with

, done!

To copy an item, wipe the item to the left in the first step. The so-called “Position menu” opens. 

Now click on the “Copy position” icon  in the position menu.

You confirm this action in a second step by clicking on

. The item will be copied and added to your shopping cart as another item.

To delete a position, wipe the position to the left in the first step. The so-called “Position menu” opens. 

Now click on the “Delete position” icon  in the position menu.

You confirm this action in a second step by clicking on . The item will be deleted from your shopping cart.

You can copy any individual item in the shopping cart to add them to your order. The items that you have selected will be sent with the shopping cart.

To select a position, wipe the position to the left in the first step. The so-called “Position menu” opens. 

Now click on the “Mark position” icon   in the position menu. You recognize the marked positions by the   icon. You can also recognize a marked position by the colored “Mark position” button.

If a position is selected, you can deselect this position by clicking again on  .

You can mark all items with a single click and add them to your order and to the “Send shopping cart” action. To do this, simply click on  in the shopping cart header. Press again and all positions will be deselected.

You can also recognize the marking of positions by this icon

First mark all items in your shopping cart by clicking on

. Then a delete button appears in the shopping cart header.

Click on   and confirm the action by clicking on

. All items have been removed from the shopping cart.

In the shopping cart, for example, if you want to change your organizational unit or organizational object, or the controlling area or company code, you can do this easily in the app.

To do this, click on

in the shopping cart header. You reach a page in which you can change the header data of the shopping basket.

You can also enter free text items in the shopping cart of the Onventis App. To do this, click in the shopping cart header on  .

Now enter the title of the free text position and confirm by clicking on  . The free text position is placed in your shopping cart.  Now click on the free text position in the shopping basket and fill in the desired position data. (cf. Fig. 2)

Using the “Direct article entry” function, you can add articles directly to the shopping basket by entering the article number.

To do this, tap on “Direct entry” in the shopping cart header.

On the next page, enter the article number and the article quantity and confirm with .

The item will then be added to your shopping cart.

Alternatively, you can scan the bar code of the article using the scanner  to transfer the article number to the Article No. field.

To change the organizational unit / object in the shopping cart, tap the icon  in the shopping cart header .

Then a new page opens where you can select the organizational unit and the organizational object.

Select the required organizational unit and the organizational object and go back one page with the ” back-button”   .

The menu allows you to navigate to the customized catalogs.

Item details can be edited quickly and easily by clicking on the item in the shopping cart. This will take you to the item details page where you can change account assignment, delivery address, KPI’s, etc.

The fields that can be edited are indicated by a coloured pencil or a coloured magnifying glass. Whenever you see a colored magnifying glass

, the underlying field for editing includes an auto search function.

Depending on your entries, relevant hits will be displayed here. This enables you to fill in fields quickly and easily, even with large amounts of data.

You can now define ad hoc addresses for shopping cart items.

To do this, select your entry for ad hoc address in the selection field of the delivery address.

As soon as you have selected this, a new window will open in which you can enter the ad hoc address.

So here’s what you do:

1. Select position in shopping cart.
2. Search field “Delivery address .
3. Select the address in the field.
4. A new window will open.
5. Fill in the fields.
6. Confirm by clicking on  .

To divide an order into several deliveries, select the required article in your shopping basket. Then scroll down until you see the “Delivery” field and select “Delivery Schedule” from the drop-down menu.

On the next page, you can enter the date of the planned delivery schedule and the quantity to be delivered. Then confirm your entries with the “add button”  and repeat the process for further delivery schedules.

In the section “Planned delivery schedules” you can view the individual delivery dates.

You can use the multiple account assignment function to assign one item to several G/L accounts.

To do this, tap on an item in the shopping basket and scroll down on the next page until you reach the “Account assignment” section.

Here you type into the field “Multiple account assignment” and select “Quantitative account assignment” or “Percentage account assignment”. On the next page, enter the desired quantity or percentage and confirm with  .

Afterwards you can make further settings, e.g. enter the cost element or assign the position of a cost center. Confirm your entries again with  .

In the order list you can find all orders. With the icon  you can change the order list in the sorting or filter it according to certain criteria. Simply press the button

, select sorting and confirm. The list reloads and sorts the documents in the desired order using the selected filters.

The various orders can also be opened or closed by clicking on . Expand the individual documents in the list if you want to see more information in the list.

The icon   indicates whether there are file attachments in the respective document.

With the help of the magnifying glass   you have the possibility to open a search window and browse for a specific order.

You have exactly two options for calling up purchase order actions:

1. Call up the actions already in the order list by wiping to the left. The context-related actions will be displayed.
2. Click on an order document and then hit on the button

.

To dispatch an order, wipe on the document to the left and tap on the symbol “Send order”

. Confirm this procedure in the following window, and the order will be dispatched.

Please note: For sending an order with the status “In registration”, all mandatory fields must be filled out. If an order already exists that does not contain all mandatory fields, you must adjust the information and data in Onventis Buyer.

Alternatively, you can send the order by tapping on the receipt and then on the “multi-actions” button

. Then tap on  and confirm the selection.

To copy an order, wipe the document to the left and tap the “Copy order” icon

. You confirm this procedure in the following window, which sends the order.

Alternatively, you can copy the order by tapping on the receipt and then on the “multi-actions” button

. Then tap on  and confirm the selection. The copied order will be added to your order list with the status “In entry”.

To register a service note, wipe the document to the left and tap the “New service note” icon

. Confirm this procedure in the subsequent window, the service note will be generated and you will be forwarded to the new service note.

Alternatively, you can register a new service note by tapping on the document and then on the “Multi-actions” button

. Then tap on

and confirm the selection. The proof of performance is registered and you are forwarded to the new proof of performance.

To register a new goods receipt, wipe the document to the left and tap the “New goods receipt” icon

. You confirm this process in the subsequent window, the goods receipt is created and you are forwarded to the new goods receipt.

Alternatively, you can register a new goods receipt by tapping on the document and then on the “multi-actions” button

. Then tap on   and confirm the selection. The goods receipt is registered and you are forwarded to the new goods receipt document.

To delete an order, wipe the document to the left and tap the “Delete order” icon

. You confirm this process in the next window, the order will be deleted.

Alternatively, you can delete an order by tapping on the receipt and then on the “multi-actions” button

. Then tap on

and confirm the selection. The order will be deleted.

To complete an order, wipe the document to the left and tap the “Complete Order” icon

. You confirm this process in the next window, the order will be completed.

Alternatively, you can complete an order by tapping on the receipt and then on the “multi-actions” button

. Then tap on

and confirm the selection. The order is completed.

You can find more detailed information about an order by simply following the next steps.

1. Select the desired order in the list with a tip.
2. After that you decide for one of the following information areas:
   1. To view the base data (header data) of the purchase order, choose base data
   2. To view the positions of the order, tap on “Positions”.
   3. To view the follow-on documents for the purchase order, tap on “Follow-on documents”.

The base data contains all information on the header data of the purchase order. In addition, you can always execute the document functions, regardless of where you are in the document. To do this, tap the “more actions” button

and select the desired action.

If you want to view order items, tap on “Items”. First of all you will be shown the position list, which already contains the most important details about the individual positions.

To view even more detailed information on a particular position, simply tap on the desired position and then select “base data”. The position information will be displayed.

You can also execute the document functions no matter where you are in the document. To do this, tap the “More Actions” button

and select the desired action.

If you want to view the follow-on documents for the order, tap on “Follow-on documents”.

First of all, the system displays a list of all existing follow-on documents that already contain the most important details for the individual follow-on documents.

To view even more detailed information on the respective follow-on documents, simply tap on the desired follow-on document. You are forwarded to the corresponding follow-on document.

Naturally, you can also view the document history at any time via Onventis Mobile.

To do this, tap on the respective document. If you are in the document, the following “history-button” will be displayed in the header

.

Just tap it and a new page opens where you can view information about the release and progress of the document.

If file attachments are available in a document, you can of course display and delete them. You can already see in the list of your orders whether you can find file attachments on the document or not. Just look out for the paper clip .

If you see one, the document contains file attachments. You can also recognize file attachments by this icon  .

A simple tap opens the attachment, but if you hold it down longer, a message to delete the attachment appears.

Please note: Depending on the device and operating system of your smartphone, certain programs must be installed on your device in order to display certain file formats. For example, to view a PDF, you need a PDF reader/PDF viewer on Android smartphones.

The goods receipt list contains all goods receipt documents.

You can use the icon

to change the goods receipt list in the sort sequence. Simply press the button

, select sorting and confirm. The list reloads and sorts the documents in the required order.

You can also expand or collapse the various goods receipt documents by clicking on

. Expand the individual documents in the list if you want to see more information in the list.

The icon indicates whether there are file attachments in the respective document.

You can use

to open a search window and browese for a specific goods receipt document.

You have exactly two options for displaying actions from goods receipt documents:

1. Retrieve the actions already in the goods receipt list with a swipe to the left.
2. Click in a goods receipt document and then tap the button

.

To post a goods receipt, proceed as follows:

1. Select the goods receipt you want to post.
2. Tap on base data to edit the data of the goods receipt.
3. Then tap

and select “Positions”.

1. Select the individual items and enter the relevant posting data (for example, quantity).
2. Repeat the process for the individual items
3. After you have processed all items, click on “Post goods receipt” in the item overview.

Note: In the configuration of Onventis Buyer it is possible to preset the items of the goods receipt as “final confirmed” and prefilled with the ordered quantity in the goods receipt document.

If you have activated this configuration, you can already book the goods receipt (if it is complete) via the list and the action swipe to the left and press the button .

If you still want to change individual positions, proceed as described (steps 1-6).

To delete a item, simply swipe the item to the left in the item list. Now just tap

and confirm the operation.

You have exactly two options for cancelling goods receipts:

1. Recall the actions already in the goods receipt list with a swipe to the left and press

. Confirm the operation, and the goods receipt will be canceled.

1. Click in a goods receipt document and then tap the button 
2. . Confirm the operation, and the goods receipt will be canceled.

You have exactly two options for deleting goods receipts:

1. Recall the actions already in the goods receipt list with a swipe to the left and press . Confirm the operation, the goods receipt is deleted.
2. Click in a goods receipt document and then tap the button .  Confirm the process so that the goods receipt will be deleted.

You can naturally retrieve more detailed information on a goods receipt document in the app. To do this, simply press the desired document in the goods receipt list and then select base data. You are now taken to the page where you can find all the information on the goods receipt document.

You can use the app to retrieve and view the goods receipt items. To do this, select the required document in the goods receipt list. In the next step, choose Items and the item list will appear. You will find the individual items in the item list. The most important information for each item is already visible in the list. For further information simply select the position.

You will find all service notes in the service notes list.

You can also use the icon  to change the service notes list in the sort order. Simply press the button , select sorting and confirm. The list reloads and sorts the documents in the required order.

You can also expand or collapse the various service notes by clicking on . Expand the individual documents in the list if you want to see more information in the list.

The icon  indicates whether there are file attachments in the respective document.

With the icon you have the possibility to open a search window and to search for a certain .

You have exactly two options for calling actions from performance records:

1. Retrieve the actions already in the service note list with a swipe to the left.
2. Click on a service note and then tap the button .

To send a service note, proceed as follows:

1.  Select the service note you wish to book
2. Tap on base data to edit the base data of the service note.
3. Then tap and select “positions”  .
4. Select the individual items and enter the relevant posting data (for example, quantity).
5. Repeat the process for the individual items
6. When you have processed all items, click on “service note” in the item overview.

Note: In the configuration of Onventis Buyer it is possible to preassign the items of the service note as “completed” by default and prefilled with the ordered quantity in the service note.

If you have activated this configuration, you can also send the service note (if it is complete) via the list and the action swipe to the left and press the button .

If you still want to change individual positions, proceed as described (steps 1-6).

To delete a position, simply wipe to the left on the desired element in the position list. Now just tap  and confirm the operation.

You have exactly two options for deleting service notes:

1. Retrieve the actions already in the service note list with a swipe to the left and press . Confirm the operation, and the service note will be deleted.
2. Click on a service note document and then tap the button . Confirm operation and the service note will be deleted.

You can, of course, retrieve more detailed information on a service note in the app. To do this, simply press on the desired document in the service note list and then select base data. You will be directed to the page where you will find all the information about the

You can use the app to retrieve and view the service note items. For this purpose, you select the required document in the service note list. In the next step, choose Items and the item list will be displayed. You will find the individual items in the item list. The most important information for each item is already visible in the list. For more information simply select with a tip on it.

The requisition item list contains all requisition items.

You can also use the icon  to change the requisition item list in the sort order or filter it according to certain criteria. Simply press the button , select sorting and confirm. The list reloads and sorts the documents in the desired order using the selected filters.

You can also open or close the various requisition items by clicking on . Expand the individual documents in the list if you want to see more information in the list.

The icon indicates whether there are file attachments in the respective document.

The magnifying glass  allows you to open a search window and search for a specific requisition item.

You have exactly two options for calling up actions for requisition items:

1. Recall the actions already in the requisition item list with a swipe to the left. The context-related actions are then displayed.
2. Tap a requisition item and tap the button .

To use a requisition item swipe the document to the left and tap the “Use requisition item” icon

. You confirm this process in the next window, the requisition item is processed further as a purchase order and placed in your order list with the status “In entry”.

Alternatively, you can use the requisition items by tapping on the document and then on the “multi-actions” button

. Then tap

and confirm the selection.

Please note: With Onventis Mobile, requisition items can only be transferred individually into an order.

To delete a requisition item, wipe the document to the left and tap the “Delete requisition item” icon . You confirm this operation in the next window and the requisition item will be deleted.

Alternatively, you can delete a requisition item by tapping on the document and then on the “multi-actions” button

. Afterwards tap and confirm the selection. The requisition item will be deleted.

To cancel a purchase requisition item wipe the document to the left and tap the “Cancel purchase requisition” icon . In the next window, confirm this operation and the system cancels the requisition item.

Alternatively, you can cancel a purchase requisition item by tapping on the document and then on the “multi-actions” button

. Then tap on   and confirm the selection. The purchase requisition item will be canceled.

To complete a requisition item, wipe the document to the left and tap the “Close request” icon . You confirm this operation in the next window and the requisition item will be completed.

Alternatively, you can close a requisition item by tapping on the document and then on the “multi-actions” button

. Then tap  and confirm the selection. The order is completed.

You can easily view more detailed information about a requisition item.

1. Select the desired requisition item in the list with one click.
2. You then decide on one of the following information areas:
   1. To view the base data for the requisition item, tap on base data
   2. To view the follow-on documents for the rrequisition item, tap on “Follow-on documents”.

Within the base data, you will find all information on the current requisition item. In addition, you can always execute the document functions, regardless of where you are in the document. To do this, tap the “Multi-actions” button

and select the desired action.

Of course, you can view the document history at any time via Onventis Mobile. To do this, tap on the respective document.

If you are in the document, the following “History” button   will be  displayed in the header.

Just tap it and a new page opens where you can view information about the release and progress of the document.

You can view your article favorite groups under “article favorites”.

Your favorite groups are displayed in a list. To open a group, simply click on it.

If this icon appears , it is a private favorite group.

If this icon appears , it is a public favorite group.

Your favorite articles are displayed in a list. The article list also provides you with the most important information on the respective article.

If you would like to add an item from the list to your shopping cart, simply wipe the item to the left. Then tap on the shopping cart icon  and confirm the action. The item will be added to the shopping cart and you are able to change the quantity of the article in the shopping basket.

If you would like to add all items from the list to your shopping cart, simply tap the shopping cart icon  .

The items will be added to the shopping cart and you are able to change the quantity of the article.

To view article details, simply click on the respective article.

All relevant article details are displayed, simply scroll through and view the respective information.

Simply placing a finger on the fingerprint scanner allows convenient and quick authentication to unlock the screen.

The function to activate or deactivate can be found in the settings under “Security

Please note: However, to enable this feature, you need a smartphone that supports biometric authentication.

Single Sign-on describes a procedure that allows you to access the Onventis Mobile App after a one-time authentication by your Onventis Buyer login data. The Single Sign-on procedure thus prevents you from having to set up and know different identifiers and passwords for the multitude of different applications.

To use the Single Sign-On, follow the steps below:

1. Tap on
2. Scan the IDP code via the Infocenter in your Onventis Buyer.*
3. Log in with your login data of your Onventis Buyer account and check the box “Stay logged in”.