In this manual:
· Order creation with “Add new order”
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To create an order using only some of the products in the workflow template, click the green arrow button in the “Select specific products from template” button (fig 2)
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Note: we recommend to first create one order from the individual “Create order” button, and only after making sure the order was created correctly (template, price, and info), importing all remaining orders by clicking “Import all valid orders”
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When After clicking “Import all valid orders”
Product selection when importing from Excel:
when importing orders from Excel, you can choose to select the full template with all its products or to select only the necessary products from the template.
When clicking the individual “Create order” button:
The product selection page will launch in which you can disable the unnecessary products by clicking their green icon (fig 1). To use the full template without disabling any products, skip this step and click “Save & Close” to create the order (fig 2):
When clicking “Import all valid orders” (fig 1), you can select if you want your product selection to apply to all import lines (fig 2) or just to a specific line (fig 3):
After selecting, the product selection page will launch in which you can disable the unnecessary products by clicking their green icon. To use the full template without disabling any products, skip this step and click “Save & Close” to create the order.
The final step is to sort the pricing for each product and order (same as when manually creating orders):
After , click “Apply to all same orders” to create orders from all valid import lines
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After clicking “Apply to all same orders”, the product selection page will launch. Click “Save and Close” to continue
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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 Sales dashboard > Orders tab: orders page.
The system range will be auto populate the range -populated with the new orders’ order number range, to display numbers so only the new created orders:
Recreating orders
If no tasks were completed in the order, an order can be recreated (fig 1) using the same order number (fig 2). newly created orders will be displayed on the screen. Click “Clear range” to revert to the full order view.
Recreating orders
Orders can be recreated from: Sales > Sales dashboard > Orders page > “Recreate order”
An order can only be recreated for the same customer (fig 3). The customer can be changed after the order has been is created).
If the recreate symbol “Recreate order” button is not available (fig 4), it means that there are completed tasks in the order. Uncomplete the tasks to allow recreating the ordersorder.
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Last created by me/for customer
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Created by me
A tool to easily populate fields in the Order creation page by copying the fields from an existing order.
Copy from last created order created (fig 2+3) - the following values from the last order created by me will be auto populated: Order type, Managing team, Customer, Billing manner, Script, Revenue billing office, Purchase + internal order (PO), Resource in charge, Billing customer, Pricing type, Project, Source language, Target languages.
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