Orders
Orders - Creating a New Order Step Action 1. Select {New} under Quotes/Orders. A New Order modal window will open. 2. Complete the ...
Tue, 9 May, 2017 at 8:44 PM
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, 18 Jul, 2018 at 7:36 AM
Orders - Locations Adding Default Billing Address Step Action 1. Select {Locations} on the right-hand side of screen to auto scroll to ...
Mon, 11 Dec, 2017 at 11:04 PM
Quotes/Orders - Order Payments Adding a New Payments Step Action 1. Select {New} under Payments. A New Payment modal window will open. 2...
Fri, 2 Jun, 2017 at 10:13 AM
Orders - Items Creating a New Item To create a new item, see Items-Creating a New Item. Creating a New Item from a Template Step Action 1. ...
Tue, 2 May, 2017 at 7:56 PM
Orders - Searching Orders Step Action 1. Select {Quotes/Orders}. The page should open on the Quotes/Orders tab. 2. The sear...
Wed, 18 Jul, 2018 at 9:32 PM
Orders - Online Orders Template View To navigate to an Online Order Template: 1. Select {Settings} and then select {Products} under the Online Ordering...
Thu, 26 Jul, 2018 at 10:04 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 having ...
Sun, 28 Jan, 2018 at 11:02 PM
Orders - Proof Approval Process Overview Proofs can be submitted to your customers for online approval, with status and feedback of proofs found dir...
Thu, 26 Jul, 2018 at 10:53 PM
Orders - Proof Email To Send a Proof Email Step Action 1. From the Order Item view page, select the {Action} menu and then select {Proof...
Thu, 10 May, 2018 at 11:06 PM