An Action Menu is available on the Order Items and Production pages. To view the Action Menu, hover mouse over the vertical ellipses ( ⋮ ) on each record's very last column of the production or order item table.
This menu allows the following actions to be taken:
|Summary||This provides a snapshot summary of an items Order/Production details.|
Pricing section includes details on how pricing is calculated.
Details section includes all customers demographic information and a summary of the order/items.
Production sections will vary based on item requirements. Each sections includes: due date, details for the specified stage of production, and any notes for each section.
|Edit||This opens the Order Item edit page.|
|Workorder||This opens the a Workorder modal with various workorder layouts. The workorder design will depend on the option selected|
The workorder design will depend on the default option selected in Documents. For more information, see Documents - Creating a New Document.
|Delete||This allows for the item to be deleted. A window will pop-up for confirmation before an item is deleted.|