Orders
📁Creating An Order
📁Orders List
📁Tracking & Follow-Up
Processing & Scheduling
▶️How To Manage In-House Decoration
To manage in-house decoration, two preliminary steps need to be taken. First, create a new vendor. Second, create a contra cost account. Once these two things are in place, you can process in-house d…
▶️How To Complete Orders
Completing an order is an accounting process that finalizes the order. Completing an order tells the system that: (1) All the costs for that order have been received. (2) Instructs the system to move…
▶️How to Manage Open Orders
Open orders are orders in various operations statuses, such as first follow up or shipped, but are incomplete in accounting. ⚠️ Alert!. If open orders are not routinely reviewed and addressed, there…
▶️How To Upload Order Documents
1. Click on Document Upload. In the main navigation menu, select the Orders module, and click on Document Order 2. Enter the Order Number. Enter and select the order number to upload a document for 3…
▶️How To Manage Draft Orders
1. Click on Manage Draft Orders. In the main navigation menu, select the Orders module and click on "Manage Draft Orders". 💡 Tip!. Unless a draft order is processed fully or deleted, it will sit in t…
