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

1. Navigate to "Orders" > "Orders"

1. Click the [+New Order] button

1. The minimum required fields to add a new order are Region, Description and Customer

1. 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

1. Click the [+Add Single Product] button on the order

1. The minimum required fields to add a new product are Location, Yard, Product and Unit Price

1. Click [✓Update]

Adding Multiple Products to an Order

1. Click the [+Add Multiple Products] button on the order

1. Select any of the provided parameters to filter results and click the [Refresh] button

1. Select the products using the checkboxes next to them

1. The Use Template Pricing checkbox will apply template pricing to all selected products

1. Click [Save]