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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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Order creation page- System default viewing mode- Limited Minimal or Full

Order creation by copy

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Orders are copied from: Sales > Sales dashboard > Orders page> “Copy” button (fig 4)

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In On the order copy page, you can enter the title for the new orders you are about to create. By default, the same title as in the original order will be displayed (fig 1).

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Copy Media number- the Media number will be copied to the new orders

Copy Resource in charge- the Resource in charge of the current order will be the Resource in charge of the new orders (if switched off, the new orders will be created without a Resource in charge)

Info

Note: Any of the “Retain options” switchws switches in the “Copy order” page can be set to be switched on as a system default when navigating to the page.

Order copy "Retain options"- Setting up a system default

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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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Recurring orders generator (TBCComing soon)