Orders

Orders - Creating a New Order
Orders - Creating a New Order Step     Action   1.      Select {New} under Quotes/Orders. A New Order modal window will open.   2.     Complete the ...
Tue, 9 May, 2017 at 8:44 PM
Orders - Orders View
Orders - Orders View The Orders page is divided into the following sections:   Section Description Action The following actions to be taken ...
Thu, 15 Jun, 2017 at 10:04 PM
Orders - Locations
Orders - Locations Adding Default Billing or Default Shipping Location Step     Action   1.       Select {Locations} on the right-hand side of screen to...
Tue, 9 May, 2017 at 8:43 PM
Orders - Order Payments
Quotes/Orders - Order Payments Adding a New Payments  Step     Action   1.      Select {New} under Payments. A New Payment modal window will open.   2...
Fri, 2 Jun, 2017 at 10:13 AM
Orders - Items
Orders - Items Creating a New Item To create a new item, see Items-Creating a New Item. Creating a New Item from a Template Step     Action   1.  ...
Tue, 2 May, 2017 at 7:56 PM
Orders - Searching Orders
Orders - Searching Orders Step     Action  1.        Select {Quotes/Orders}. The page should open on the Orders tab.  2.         The search criteria th...
Thu, 15 Jun, 2017 at 9:38 PM
Orders - Online Orders Template View
Orders - Online Orders Template View The Online Orders page is divided into the following sections:   Section Description Actions The foll...
Wed, 14 Jun, 2017 at 12:51 PM
Orders - Bulk Actions
Orders - Bulk Actions Step      Action   1.        Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.   2.        Select entries un...
Tue, 13 Jun, 2017 at 10:18 PM