Platform: WizOrder | Who is this for: Sales Reps & Admins
To Get There: More > Settings > Sync Data
Table of Contents
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
- 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:
-
Carts built in Offline Mode do not sync to WizOrder when you are online. If a cart looks missing after switching to Online Mode, switch back to Offline Mode, it is still on your device.
-
A cart created in Online Mode syncs to your device with all its details (line items, discounts, notes) and remains available in Offline Mode. However, any changes you make to it while offline, such as discounts, price edits, or notes, will not carry back to the online system.
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 | — |
| Wishlist | -- | Yes |
| Catalog | -- | 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. Dos, Don'ts & Best Practices for Offline Mode
Use this as your checklist before heading to a trade show, market, or any low-connectivity venue.
Do
- Sync before you leave. Open WizOrder while connected before a market day. Go to More > Settings > Sync Data and run a manual sync. This makes sure your latest catalog, pricing, and customer data are on your device.
- Keep Incremental Sync turned on. This refreshes your data automatically every time you open the app while connected, so your next offline session starts with current information.
- Work through one cart at a time. Build a cart, convert it to a Quote or Order on the spot, then start fresh for the next customer. All carts (multi cart) are saved on your device in Offline Mode, but only Quotes and Orders sync to the online system when you reconnect.
- Convert before reconnecting. Converting your cart to a Quote or Order is the only way to make sure your work, including any notes and discounts, is preserved when you go back online. Converted Quotes and Orders sync automatically on reconnection.
- Switch back to Offline Mode if a cart goes missing. After reconnecting, if a cart is not visible in Online Mode, go back to Offline Mode on the same device, carts stay on your device and do not sync to the online system.
Don't
- Don't reconnect without converting your cart first. There is no prompt or warning before you switch to Online Mode. If you reconnect without converting, offline edits to that cart cannot be recovered.
- Don't rely on offline inventory counts for availability commitments. Stock levels reflect your last sync and may have changed. Confirm availability after reconnecting before promising delivery timelines to customers.
- Don't try to collect payments offline. Payment processing requires an active connection. Note the payment details and collect them once you are back online.
Best Practices
| Situation | What to do |
|---|---|
| Night before a trade show | Open WizOrder while connected and run a manual sync from Settings |
| At your booth, between customers | Convert the current cart to a Quote or Order before starting a new cart |
| Customer asks for a price change | Write it down, apply it after converting the cart, not inline while offline |
| Cart looks missing after reconnecting | Switch back to Offline Mode on the same device to find it |
| After a full market day | Reconnect to Wi-Fi and wait for the automatic sync to complete before reviewing orders |
Note: In offline mode, if products are added to the cart but the final step of creating a draft order is not completed, no order will be generated. As a result, there will be nothing to sync back once you come online, and the order will not be available anywhere in the app.
H. 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.
4: My cart disappeared after I switched to Online Mode. Where did it go?
A. Carts built in Offline Mode stay on your device and are not available in WizOrder when you are online. Switch back to Offline Mode on the same device, all your carts will be there. If you did not select a customer when creating the cart, check the Guest Cart. Once you find the cart you need, convert it to a Quote or Order before going back online.
Here's how to find it:
- Switch back to Offline Mode on the same device you used.
- Look for the cart under the same customer you selected. If you didn't choose a customer, check the Guest Cart under Guest Customer.
- Once you find it, convert it to a Quote or Order. It will sync to the online system on its own once your device reconnects.
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.
8. I made changes to a cart while offline. Why did those changes disappear after I reconnected?
A. Carts you built while connected are available to view and use in Offline Mode. However, edits made while offline — such as discounts, price changes, or notes — do not carry back to the system when you reconnect. To keep those changes, convert the cart to a Quote or Order before going back online. Once converted, it syncs automatically when your device reconnects with all edits intact.
Still need help? Reach out to our support team at help@wizcommerce.com.