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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 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.
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Accessing Orders
To access orders submitted with this form, you will need to click on Orders in the Order Menu and then click on Select next to the order you want to view.
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You will be redirected to the Order Details Tab for the order, which will appear similar to what is shown below:
The following sections will show you how to complete an order submitted via this form from project creation to work delivery for both Standard and CoDyt projects as well as show the required steps when the process has been automated in the system.
childrenWith the New Order Form, the client is already in the system. Depending on how the new order form is set up, you may have to create a project or simply review the details.
In the example above, the project is automatically created, a cost is already present, and the order is automatically 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.