Updating an Order
Updating an Order
This guide is designed to assist when updating an Order to include new product sales associated with the service.
Initial search
All Orders are located within the service object, this guide assumes you have opened the specific order for editing. If this is not the case, please locate the service and open the order you wish to edit
Add Products
Click on Add Products.
Data capture: Add Products pop up
- Search Product: enter product in the search bar and select asset from the autogenerated list.
Selecting Products
Select the check box for the new product to be added to the Service.
Repeat step for each new product.
Click on Next.
Save
Note: Make sure to include a line description.
Click on Save.