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 ...
Tue, 9 May, 2017 at 8:44 PM
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...
Tue, 9 Oct, 2018 at 2:31 PM
Orders - Locations
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
Orders - Order Payments
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
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
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
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
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
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
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