Orders

Orders - Searching Orders
Orders - Searching Orders Step     Action  1.        Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.        2.       The se...
Tue, 12 Mar, 2019 at 1:16 PM
Orders - Orders View
Orders - Orders View The Orders page is divided into the following sections:   Section Description Order NameThis shows the Order name and number. The ...
Mon, 6 May, 2019 at 2:16 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 - 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 th...
Mon, 6 May, 2019 at 2:16 PM
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.  ...
Wed, 29 May, 2019 at 9:58 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 Overview New order items can be added in multiple ways: Quick Add From Template From Scratch From Group Template Existing ...
Mon, 6 May, 2019 at 2:16 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
Orders - Proof Notes
Orders - Proof Notes Adding a New Proof Note  Step     Action   1.       From the Order Item view page, select the {Graphics} tab.   2.       Select ...
Wed, 5 Dec, 2018 at 12:29 PM