Orders

The Orders tab, accessible through the account card, serves as a hub for account managers to efficiently generate and oversee orders for the given account.

This page offers a table view of orders, empowering users to explore, search, apply filters, and implement sorting preferences. Moreover, the system provides an option for exporting order data, enabling further analysis and integration.

Viewing and editing an order

To access and make changes to an order, all it takes is a click on the corresponding order record within the table. This action promptly directs you to the details of the specific order you're interested in modifying.

tip

Alternatively, you can click on the three-dot context menu and choose Edit. This menu also contains other options depending on the context.

Creating a new order

Starting a new order is as easy as clicking on the Orders tab in the customer's account card. This action initiates an interactive wizard for order creation, making the process more user-friendly and offering you a range of choices.

Steps to create a new order

1. To start creating a new order, simply locate and click the Create order button located in the top ribbon of the order table. This action will trigger the initiation of the new order wizard.

2. Within the new order wizard, you'll need to make a few selections to define your order:

   1. Begin by selecting the desired service for which you wish to create an order. Once you've made your selection, proceed by clicking the Next button.
      1. In cases where the order involves multiple editions of the chosen service, you'll encounter a step where you can choose your preferred edition. Make your selection and then click Next to proceed.
      2. Alternatively, if the order comes with configurable options, you'll be presented with the opportunity to tailor the service setup to your preferences. Select your desired configuration and then click Next.

Upon successfully navigating through the wizard and completing all necessary steps, you will find yourself in the order detail view.

At this point, all relevant details about your newly created order will be displayed for your review and confirmation.

note

To read about how to modify an order, go to the Order Details chapter.