Operations Orders - Add Products to an Order from a Product List

1. Navigate to "Orders" Section

   To add products to an order from a product list, navigate to "Orders" in the operations portal.

   

2. Click "Orders"

   Then, click on the "Orders" menu. In order to access and update "Orders", you will need to be set up either as an "administrator" or a "superuser", or have the following roles: "dispatch", "orderEdit”, “orderView", “crmCompanyOrderView" and "crmCompanyOrderEdit". Just a reminder, “crmCompanyOrderView" and "crmCompanyOrderEdit" access only allows employees to view company orders that are assigned to them.

   

3. Search for the order

   Enter the order number in the field to search.

   

4. Click on the more details icon

   Then, click on the more details icon.

   

5. Go to the "Items" tab

   Go to the "Items" tab.

   

6. Click the "Add items" icon

   Click the "Add items" button to begin selecting products to include in the order.

   

7. Hover your mouse over to "Add items from list" option

   Hover your mouse over to "Add items from list" to view more options.

   

8. Select the product list

   Select the product list where you want to get the items from.

   

9. Check the box of the items you want to add

   Check the box next to the items you want to add in the order or click "Select All" to add all items.

   

10. Click "Add"

    If you have selected all items needed, click "Add".

    

11. All the selected items have been added

    All the selected items have been added to the order.

    

12. Items are also added in the actual order

    Items are also added in the actual order.