Modifying Line Item Information for an Order

Complete the following procedure to modify the line item information for an order.

To modify the line item information for an order

1. Tap Side Menu and then tap Orders to display the following:

   • The Order s list in the main pane.

   • The Calendar showing the activity planning information in the side pane.

2. In the Orders list, tap the link in the Order # field to drill down on the selected record.

   All details for the selected order appear in the main pane.

3. Update an existing order line item as follows:

   1. Tap the line item that you want to update.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new order line item as follows:

   1. Tap New (the plus (+) icon).

   2. Enter the information for the new line item in the fields that appear.

      You must navigate away from the record to save the changes to it.