Creating a new order
Worflow Configuration
Markup grid configuration

Configuration checklist

New Order Work Order Grids Markup Grids Workflow Grids Catalog Grids
Customize PDF Company Setup Customer Setup Procedures Setup Customer Portal

1. Click 'Manager' Tab to view the available/active catalogs.
2. Click the 'Import' button to import the latest vendor catalog.
3. Click on the 'Active' check box to activate the catalog. i.e. Make the catalog available in orders.
4. Only 1 default is allowed, and will be the first catalog selected when clicking 'Add Product' from the order screen.
1. Only 120 of your companies catalog items are shown on screen load.
2. You can search by item id or desription to change item prices.
3. The * symbol indicates that changes have been made.
4. Click 'Save' button to save your changes.