To navigate to an Online Order Template:
1. Select {Settings} and then select {Products} under the Online Ordering Section.
2. Hover mouse over the parent number of a Product and select to open the Online Order Template's edit page.
The Online Orders page is divided into the following sections:
Section | Description |
Actions | The following actions to be taken for an Online Order: Edit - Opens the Edit Online Ordering Template page. Print Quote - Generates a printed version of quote. Email Quote - Generates an email version of quote. Print Packing Slip - Generates a printed packing slip for the selected order. Send Shipped Email - Generates an email with a Confirmation of Shipping attachment for the selected order. Print Shipping Label - Generates a printed shipping label for the selected order. |
Items | This shows all items for the selected Order. To edit, add, or delete Items. (See Orders-Items) |
Customer Details | This shows general details for the selected order: |
Details | This shows details for the selected order: |
Payments | This shows payments for this order. To edit, add, or delete Payments. (See Orders-Payments) |
Notes | This shows any notes for this order. To edit, add, or delete Notes. (See General-Notes) |
Tasks | This shows any tasks for this order. To edit, add, or delete Tasks. (See General-Tasks) |
Shipments | This shows any shipments for this order. To edit, add, or delete Shipments. (See Orders-Shipments) |