Offline Mode in WizOrder

The Sales Rep App (WizOrder) is designed to work fully offline. Whether you are at a trade show with no Wi-Fi, visiting a customer site, or traveling between appointments, the app continues to function without interruption. All data syncs automatically the moment connectivity is restored, no manual re-entry needed.

This article explains what is available offline, how to enable it, and how data syncs when you are back online.

Platform: WizOrder | Who is this for: Sales Reps & Admins

To Get There: More > Settings > Sync Data

Section	Topics
A	What Is Available in Offline Mode?
B	How Data Syncs When You Reconnect
C	Limitations in Offline Mode
D	Set Up Offline Mode
E	Take Orders in Offline Mode
F	Create a New Customer in Offline Mode
G	Quick Reference
H	FAQs

Before You Begin

You must have the WizOrder app installed on your device
Complete at least one full data sync before going offline, without this, no catalog or customer data is available on your device
Enable Incremental Sync and Offline Mode from Settings before leaving a connected area (see Section D)
Before heading to a trade show or customer visit, open WizOrder while connected to ensure the latest catalog, pricing, and customer data are fully cached on your device

A. What Is Available in Offline Mode?

When the Sales Rep App (WizOrder) is offline, all previously downloaded data remains accessible.

Data available offline:

Full product catalog: Images, descriptions, and SKUs
Customer-specific pricing, pre-cached from assigned price lists
Customer information: Name, contact details, and order history
Inventory status as of the last sync
Product attributes and specifications
Previously purchased product history and customer wishlists
Categories, collections, and barcode scanning

What you can do offline:

Browse products by category, collection, or search
View full product detail pages with attributes, images, and pricing
Add products to cart
Apply line-item and cart-level discounts
Create, manage, and switch between multiple carts
Create new customers using the streamlined form
Submit orders and quotes, queued for sync on reconnection
MOQ and IOQ enforcement
Barcode scanning for rapid product lookup

Tip: Before heading to a trade show or customer visit, open the Sales Rep App (WizOrder) while connected to the internet to ensure the latest catalog, pricing, and customer data are synced and available on your device.

Note: Products with modifiers cannot be added to the cart in Offline Mode.

B. How Data Syncs When You Reconnect

When internet connectivity is restored, the Sales Rep App (WizOrder) syncs automatically (since Incremental sync is on); no action needed from you.

New customers created offline, sync to the customer database.
Orders push to your ERP, QuickBooks, NetSuite, Sage, Business Central, or Epicor.
Confirmation emails are sent to customers and internal teams.
Orders appear in the Orders tab with a Confirmed status.
Updated inventory and pricing data pulled back into the app.

Everything captured offline, line items, quantities, pricing, discounts, customer selections, and notes; syncs exactly as entered.

Note: Offline carts do not sync automatically when you go back online. If your cart looks missing after switching to Online Mode, it still exists on your device, switch back to Offline Mode to find it. To move a cart to the online system, convert it to a Quote or Order first. Once created, it syncs automatically when the device reconnects.

C. Limitations in Offline Mode

While offline mode covers the vast majority of sales workflows, some features require an active internet connection.

Feature	Offline	Requires Internet Connection
Browse products	Yes	—
Create orders	Yes	—
Apply discounts	Yes	—
Barcode scanning	Yes	—
Create new customers	Yes	—
Real-time inventory check	—	Yes
Send confirmation emails	—	Yes (sent on reconnect)
Sync orders to ERP	—	Yes (queued until reconnect)
Process payments	—	Yes
Update price lists	—	Yes

Note:

Offline inventory data reflects the last sync. For high-demand products, verify availability once you reconnect before committing to delivery timelines.
If you created a cart without selecting a customer, it is saved as a Guest Cart on your device. Switch back to Offline Mode on the same device to find it.

D. Set Up Offline Mode

Before using the Sales Rep App (WizOrder) offline, you need to sync your data and enable offline mode from within the app. This is a one-time setup; once complete, the app keeps your data up to date automatically.

To set up offline mode:

Open the Sales Rep App (WizOrder) on your device.
Go to the More tab and click on Settings.
Click Sync Data and wait for the sync to complete. This downloads your catalog, pricing, and customer data to your device.
Once the sync is complete, turn on Incremental Sync. This keeps your data up to date by syncing automatically each time you open the app.
Turn on Offline Mode. The app is now ready to use without an internet connection.

Note: At least one completed sync is required before offline mode can be activated. Without it, no catalog or customer data is available on your device.

Tip: Keep Incremental Sync turned on at all times. Each time you open the app while connected, your data refreshes automatically, so you always have the most current catalog, pricing, and customer information before heading offline.

E. Take Orders in Offline Mode

Taking orders offline works the same way as taking orders when you are connected to the internet.

The Standard Order-Taking Workflow

Go to Customers and select the customer you are ordering for
Browse or search for products and click Add to Cart
Review line items, quantities, and pricing in the cart
Apply any discounts at the line or cart level, if applicable
Click Create Order to submit

What Is Different Offline

When offline, you can only search for products using a product name or SKU ID. Search methods that rely on live data, such as image search and attribute-based filtering, are not available without a connection.

Tip: If you know you will be working offline, take note of the product names or SKU IDs for the items you are likely to order. You can also browse by category or collection, which works fully offline.

F. Create a New Customer in Offline Mode

Adding a new customer offline works the same way as adding a customer when you are connected to the internet.

Go to the Customers tab and click + Add Customer.
Fill in the customer details: Company Name, Contact Person, Email, Phone, Billing Address, Shipping Address, Sales Rep Assignment, Price List, and Payment Terms.
Click Save. The customer is immediately available for ordering.

G. Quick Reference

Here’s a quick overview of key tasks, how to perform them, and their offline availability.

Tasks	How	Offline
Browse products	Categories, search, barcode scan	Yes
View product details	Click product card for full PDP	Yes
Create a cart	Add to Cart from PDP or PLP	Yes
Apply discounts	Three-dot menu on line item	Yes
Submit an order	Create Order from cart review	Yes (queued)
Submit a quote	Create a quote from the cart review	Yes (queued)
Create new customer	Customers → + Add Customer	Yes
Sync orders	Automatic on reconnection	Automatic
Process payments	WizPay payment flow	Online only
Send confirmation emails	Automatic after sync	Online only

FAQs

1. What happens to orders I submitted while offline, will they be lost if I close the app?

A. No. Orders submitted offline are saved on your device and queued for sync. They will not be lost if you close the app. Once you reconnect, WizOrder automatically pushes all queued orders to your ERP and sends confirmation emails.

2. How do I know if my data is up to date before I go offline?

A. Open WizOrder while connected and go to More → Settings → Sync Data. Run a manual sync to ensure the latest catalog, pricing, and customer data is downloaded to your device before you leave a connected area.

3. Can I process a payment while offline?

A. No. Payment processing requires an active internet connection. You can still create and submit orders offline, they will be queued and synced on reconnection, but payments must be collected once you are back online.

4. My cart disappeared after I switched to Online Mode. Where did it go?

A. Offline carts stay on your device and do not sync automatically. Switch back to Offline Mode on the same device and check the cart under the same customer. If you did not select a customer when creating the cart, check the Guest Cart. Once you find the cart, convert it to a Quote or Order, it will sync to the online system automatically when your device reconnects.

5. What happens to my offline orders if my iPad runs out of battery before I get back online?

A. Your offline orders are safe. Any orders, quotes, or new customer records created offline are saved to the device's local database, not in temporary memory, so a battery shutdown does not delete them. Once you charge the device, sign back in, and reconnect to the internet, the queued data syncs automatically and pushes to your ERP.

6. Can two reps take orders offline for the same customer at the same time?

A. Yes. Each rep's device queues its own offline orders independently. When both reps reconnect, all orders sync to the backend with the line items, quantities, pricing, discounts, and notes captured on each device. Both orders appear under the same customer in the Orders tab.

7. How long can I use Offline Mode?

A. There is no fixed time limit for using Offline Mode. Queued orders, quotes, and new customers remain saved on the device until you reconnect, they do not expire automatically. Once back online, verify that queued orders, quotes, and customer records have synced successfully.

Still need help? Reach out to our support team at help@wizcommerce.com.