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Order creation with “Add new order”
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Note: Any of the “Retain options” switches in the “Copy order” page can be set to be switched on as a system default when navigating to the page. |
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Order creation- by Import from Excel
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Orders can be created by import from a template Excel sheet.
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To create orders using only some of the products in the workflow template (product selection), click the green arrow button of the required product to disable the product. The disabled product will not be added to the order.
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Finally, follow the pricing validation pageinstructions mentioned above.
After clicking “Apply pricing” and all import lines are created into orders, click “Close” to go back to the orders page.
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The range in the Orders page will be auto-populated with the new orders’ order numbers so to include only the newly created orders which will be displayed on the screen. Click “Clear range” to revert to the full order view. |
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