In this manual:
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To create orders using only some of the products in the workflow template, click the green arrow button in the “Select specific products from template” button to disable the product
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Finally, the pricing validation page
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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If the “Recreate order” button is not available, it means that there are completed tasks in the order. Uncomplete the tasks to allow recreating the order.
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Last created by me/for customer
A tool to easily populate fields in the Order creation page by copying the fields from an existing order.
Created by me > Copy from last order created by me- the order creation page will be auto-populated with the same values as entered in the last order I created (fig 1)
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Created for customer > Select from customer’s orders > select the order you want to copy (fig 4)
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