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Once completing the first part of the training, it’s time to start implementing what we learned and start creating real live orders in the system.
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Create all resources by copying them from similar existing users (copy a manager for a manager and a basic user for a basic user).
Welcome Welcome mail with a password link
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If you don’t want them to currently receive OOONA’s welcome mail with their username, switch off “Send password link by email” in the Resource copy page (in some systems it’s a checkbox).
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Attributes
Make sure the following key attributes are correctly set for the resource.
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Customize from: Administrator > Tables> Flags
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Workflow templates
From: Manager > Price lists and Workflow templates > Workflow templates > All tasks
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When it comes to order dates, I do suggest linking the Order internal supply date to the Order supply date (done from the Workflow templates page), with lead days between them or without.
Accurate dates at all times!
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