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Table of Contents

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To create an order using only some of the products in the workflow template (product selection), click the green arrow button in the “Select specific products from template” button (fig 2).

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If you're not sure which pricing option to select, "Price not currently set" would be the easiest to fix later.

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Preset price- If if preset product prices have been created, the system will display apply them.

To create the order, click “Apply pricing” in at the lower-right corner.

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Multiple product prices- if a product has only one preset price it will be applied by default but If more than one compatible product price is found, you are required to select the necessary one before you can proceed.

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Manual price- any product can be given a manual price. After selecting the manual price option, you can enter either a per-unit price or a fixed price. Manual prices will not be affected when recalculating the order.

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Not for billing- if the product is not for customer billing you should can select the “Not for billing” options option (can also be set as default on the product level so when creating orders with this product, the “Not for billing option” would be applied by default.)

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To edit multiple pricing lines, select the necessary option, and click Apply.

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Order creation by copy

Creating order copies

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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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