STARTING AN ORDER Start by Clicking Orders / New Order on the menu You will be brought to the New Order screen where you pick which customer this order is for. Enter your PO# (if you don’t have one the system will auto-generate a number) You can put in your customer’s PO if you’d like […]
Category: Order Questions
What do the Different Order Status Mean?
UNDERSTANDING THE ORDER DASHBOARD ALL – A master listing of all your orders regardless of the state of the order RECENT – Lists from top to bottom the most recently opened / worked on order DRAFT – Lists all orders being configured, that have not been submitted REVIEW – Lists all orders in “review” state […]