Orders - 'Add' an Order

'Add' an Order easily to your Order list

Orders received from external sources other than those received in your emails, for example, an order received over a call or text message is easily added to your order list.

There are 2 ways in which to do this:

1.  'Add' icon

• Click on the 'Add' icon from an Order toolbar of an order tab. 
• Copy/Paste your received order into the white "Add Order" box in the "Paste description..." section

• the details of the Order will auto fill into the fields in the bottom section of the white box
• correct any auto-filled information straight from within the fields if necessary
• click on 'Add' button (bottom right corner of white box) to add the order to your list.

2.  Plus '+' symbol

• From main menu (blue ribbon on far left of your screen) find the 'Orders' sub-heading and click on the '+' symbol next to the subheading
• The white box, 'Add Order', appears
• Follow the last four points as described above