This article will show you the two different ways you can create a new order.
Creating an order
- Click on the Orders link in the left hand activities navigation.
- Click on the Add Orders tab.
Creating a special order
- Make sure Add Special Order is selected at the top.
- Select your Contact, Date and Shift.
- Add any notes about the order, including things like the customer’s name, contact information, event details, and order details.
- Click Add Products.
- In the pop up, check the boxes next to the items you would like to add to the special order.
- Click the Select Products button.
- Click the Add Special Order button at the bottom of the page. This will create the order and bring you to the order details.
- Enter the amount of each item you would like to order in the Starting Order column.
- Click the Save Changes button.
Generating a template order
- Select Generate Template Orders at the top.
- Select your Contact, Date and Shift.
- Click the Generate Orders button.