Modifying Order Details
You can modify order details by using the Orders view.
To display order details
Tap Side Menu and then tap Orders to display the following:
The Orders list and details in the main pane or work area.
The calendar in the side pane showing the call scheduling information.
To update an existing order, tap the record field that you want to update in the main pane, and update the field value.
You must navigate away from the record to save your changes to it.
Create a new order as follows:
Tap New (the plus (+) icon) in the main pane.
Enter the information for the new order in the fields that appear, and then save the record.
The following table describes some of the order fields.
Field Name
Description
Order Date
Displays the date the order was created.
Order Number
Displays the order number.
Type
Displays the order type, such as, RMA Return and RMA Exchange.
Status
Displays the status of the order. For example: Pending, New, Open, Booked, In-Transit, Shipped, Billed, Active, Paid, Closed, and so on.
Account
Select an account to associate the order to.
Location
Displays the account’s site location. This field fills in after you choose an account.
Price List
Select a price list to associate with the order.
Tax List
Select a tax list to associate with the order.
Priority
Select a priority (High, Medium, Low, Urgent) for he order.
Discount Percent
Select a discount to associate with the order if applicable.