Order Management
Orders
Last Updated: July 31, 2023Overview After logging in and selecting ‘Orders’ from the navigation menu, users can see the Order List. Reference the image below on how to navigate to this screen. (Some of these options will be unavailable depending on your user role.) Note: The information shown here is relative to your selected default plant(s). Visit the Setting...
Creating an Order
Last Updated: July 31, 2023Overview After navigating to the Orders page, users can begin creating new orders for their customers. Creating an Order From the Orders page, click the blue ‘+ New Order’ button location at the top right of the screen. This will open a pop-up that will let you begin filling in the order details. From here,...
Viewing & Editing Orders
Last Updated: July 31, 2023Overview After navigating to the Orders screen, users can create new orders, view existing ones, and edit them if needed. For information on how to create an order, visit the Creating an Order guide. Viewing an Order From the Order List, select ‘View’ on an order to view its details. From here, you can see...