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...
Wed, 5 Dec, 2018 at 11:53 AM
Orders - Orders View
Orders - Orders View The Orders page is divided into the following sections:   Section Description Action The following actions to be taken for an Orde...
Wed, 5 Dec, 2018 at 11:55 AM
Orders - Locations
Orders - Locations To Navigate to Order Edit: Step      Action   1.        Select {Quotes/Orders}. The page will open on the Quotes/Orders tab.    2.  ...
Fri, 26 Oct, 2018 at 1:34 PM
Orders - Order Payments
Orders - Order Payments Payments by Credit Card Adding a Credit Card Payment Step     Action   1.       From the payment section, select arrow on t...
Wed, 5 Dec, 2018 at 11:02 AM
Orders - Items
Orders - Items Adding an Item A New Item can be added to an order from a template, from scratch, or from a group template. Existing items can also be i...
Wed, 5 Dec, 2018 at 12:26 PM
Orders - Searching Orders
Orders - Searching Orders Step     Action  1.        Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.        2.       The sear...
Wed, 5 Dec, 2018 at 12:27 PM
Orders - Online Orders Template View
Orders - Online Orders Template View To navigate to an Online Order Template: 1. Select {Settings} and then select {Products} under the Online Ordering...
Wed, 5 Dec, 2018 at 12:28 PM
Orders - Bulk Actions
Orders - Bulk Actions Overview Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without havi...
Wed, 5 Dec, 2018 at 12:27 PM
Orders - Proof Approval Process
Orders - Proof Approval Process   Overview Proofs can be submitted to your customers for online approval, with status and feedback of proofs found d...
Wed, 5 Dec, 2018 at 12:28 PM
Orders - Proof Email
Orders - Proof Email   1.       There are 2 ways to generate proof email from Order Item view page.   Select the {Action} menu and then select {Pr...
Wed, 5 Dec, 2018 at 12:29 PM