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Existing Orders can be retrieved and edited using several different methods.

Pre-Requisites

  1. Customer Orders

Step-by-step guide

  1. Access the Orders module.

  2. Click Customer Order.
    You are automatically place into a "Create New Order" mode.

If you know the Order #:

    1. Next to the Order # field at the top of the form,  specify the Order # after the Division Code and hyphen.
      For example, if your Division Code is "01", the Order # field will display "01-" by default.
      Enter in "01-54532" to display Order # 54532.

    2. Press Enter on your keyboard.

 

If you do not know the Order #:

    1. Next to the Order # field at the top of the form, click the Search Ellipses button (the three dots ...) to the right of the Order #.

    2. Specify any desired search criteria such as Customer, Status, or Date Options.

    3. Click Retrieve.

    4. Locate the desired Order in the grid selected it.

    5. Click OK. 

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