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Before an order can be submitted via the new order form, you will need to configure the form complete a form configuration and save it either for a specific client, certain project types, or even by domain. This form automates all the work required to complete an order including:
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Once the new order form has been configured, the client can log into the client portal and submit orders as needed. If you do not have the client portal feature, then the project manager can submit orders via this form internally. The The order can be accessed in the system after it is submitted.
After accessing it, the following pages can be used to see what other steps are necessary to complete the order depending on type of project (Standard or CoDyt) and the amount of configured automation for the form configuration.
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In the example above, the project is automatically created, a cost is already present, and the order is automatically has been attached to the project. The new order form can be a great time saver when your clients regularly submit orders in the system or to your company.