Customer - Adding an Order
Modified on: Mon, 12 Jul, 2021 at 12:23 PM
|Orders||This shows any Orders for this contact. By default, you will see the first 5 orders. If you would like to see all orders click on the View All button.|
- New Orders can be created by clicking on the + icon.
- A sub-action menu will open using the vertical ellipses.
For more information, see Orders.
|Items||This shows any Items for this contact.|
- Hovering mouse over an item, a vertical ellipses will display. Clicking on the vertical ellipses will open a sub-action menu.
|Summary||This allows for the item summary to be displayed. The summary is informational and cannot be printed.|
|Edit||This will redirect you to the Item Edit page.|
|Workorder||This allows for a workorder to be generated for printing or downloading.|
Workorder document options can be customized. For more information, see Documents - Creating a New Document.
|Delete||This allows for the item to be deleted. |
To create an order see Creating a New Order.
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