Modifying Line Item Information for Orders

Complete the following procedure to modify the order detail (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 Orders list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Order Number field to open that order record.

   All line items associated with the order appear in the main pane.

3. To update an existing order line item, tap the record field that you want to update, and then update the field value.

4. Create a new order line item as follows:

   1. Tap New (the plus (+) icon) next to Line Items in the main pane.

   2. Enter the information for the new order line item in the fields that appear, and then save the record.