The Save Order feature is available in the Company and Sales Rep views. On the Review Order screen of the order forms, the user has the opportunity to submit the order, which creates a Pending Order immediately. Saving the order…
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What is the difference between Submit Order and Save Order?
Posted in FAQ, Price Lists and Order Forms
What’s the difference between the Enter New Order link and the Reorder link?
The Enter New Order link displays the order form with all of its items. The Reorder link displays the order form with previously invoiced items as a starting point. This makes it easy to find regularly ordered items. Items can be selected here…
Posted in FAQ, Price Lists and Order Forms
Edit an Item on a Price List or Order Form
To edit an item on an existing price list or order form, go to Orders > Manage Lists and Forms > Edit. Select the Items tab and locate the item. Click Add or Edit to see the Edit Item Row…
Posted in FAQ, Price Lists and Order Forms
Create an Order Form or Price List
These are instructions for creating a new order form or price list or editing an existing one. Once created, order forms and price lists are available for use in the Company, Sales Rep, and Customer Portal views. What’s the difference…
Posted in Price Lists and Order Forms, Quick Setup
Override the QB Price of an Item
The price override on forms can override the QB item price. 1. Go to Orders> Manage Lists and Forms. The Price Lists and Order Forms page is displayed. 2. Locate the desired form and click Edit. The Edit Form page…
Posted in Price Lists and Order Forms
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