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Entering the order information
Selecting a workflow template
Pricing validation
1. Entering the order information
Various fields are available on the order creation page but only some are mandatory.
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Once all mandatory fields are entered click “Price product/s” to proceed (fig 3)
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2. Selecting a workflow template
After clicking “Price products”, you are required to select the workflow template.
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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).
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, you will be forwarded to the “Pricing validation” page which is the final step before the order is created.
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To create orders using only some of the products in the workflow template (product selection), click the green arrow 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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