Orders
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 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 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 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 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 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 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 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 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 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