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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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All valid lines can be imported into orders by clicking “Import all valid orders” (fig 2).
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Note: we recommend to first create one order from the individual “Create order” button (fig 1), and only after making sure the order was created correctly (template, price, and info), importing all remaining orders by clicking “Import all valid orders” (fig 2). |
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After clicking “Import all valid orders”, 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 (product selection), click the green arrow button in the “Select specific products from template” button of the required product to disable the product. The disabled product will not be added to the order.
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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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The range in the Orders page will be auto-populated with the new orders’ order numbers so only the newly created orders will be displayed on the screen. Click “Clear range” to revert to the full order view. |
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Recreating orders
Orders can be recreated from: Sales > Sales dashboard > Orders page > “Recreate order”
When recreating an order, the order will be overwritten and the order number will remain the same.
An order can only be recreated for the same customer (The customer can be changed after the order is created).
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A tool to easily populate fields in the Order creation page by copying the fields from an existing order previously created.
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)
Created by me > Select from orders created by me > Select the order you want to copy (fig 2)
The following options will only be available after entering the customer in the order creation page:
Created for customer > Copy from the last order created for the customer > - the order creation page will be auto-populated with same values as entered in the last order created for this customer (fig 3)
Created for customer > Select from customer’s orders > select the order you want to copy (fig 4)
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Recurring orders generator (TBC)
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