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Orders are created from: Sales > Sales dashboard > Orders page> Add “Add new order order”LZ172640006CN button (lower-left corner)
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Entering the order information
Selecting a workflow template
Pricing validationvalidation
1. Entering the order information:
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To edit multiple pricing lines, select the necessary option and click Apply
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Order creation by copy
Orders can be also copied one from another. The orders will be created for the same customer (the customer can be later changed). The order’s workflow template, info, and prices will be copied to the new orders. Extremely useful when creating orders for a series or when creating same orders.
Orders are copied from: Sales > Sales dashboard > Orders tab > Copy page> “Copy” button (fig 34).
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Start by entering the title for the new orders (fig 4) and determine how many copies you want to create (fig 5).
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