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 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 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 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 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 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 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 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
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