Creating a new Customer Order
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Begin by selecting a customer from the menu at the top of the Customer's Order (DropDown menu highlighted in red in the image above).You can also create a new customer at this point. In the diagram above we've highlighted some items in green. These buttons show you that help is available explaining the functionality of that item should you need it. When you click the button "Add Items to the Order" a small window appears allowing you to search and select assemblies and other items to add to the customer's order. (See the next page) |
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