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Table of Contents

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 To preview the workflow template prior to selecting it, click the “Steps” or “Tasks” buttons (fig 3)

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3. Pricing validation

Once selecting the workflow template, the final step before the order is created is pricing validation.

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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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