Creating New Orders
Ticketing cannot be done until there is an Order in the system to ticket for. Before an Order can be complete, it must have at least one Product added to it or be marked as Open.
How to Create Orders
Navigate to "Orders" > "Orders"
Click the [+New Order] button
The minimum required fields to add a new order are Region, Description and Customer
Click [Save]
A product must be added to an order before it can be ticketed on. The order can also be set to Open by checking the Open Order box if you would like to be able add products in the Desktop Ticketing Application.
Adding a Single Product to an Order
Click the [+Add Single Product] button on the order
The minimum required fields to add a new product are Location, Yard, Product and Unit Price
Click [✓Update]
Adding Multiple Products to an Order
Click the [+Add Multiple Products] button on the order
Select any of the provided parameters to filter results and click the [Refresh] button
Select the products using the checkboxes next to them
The Use Template Pricing checkbox will apply template pricing to all selected products
Click [Save]
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