Once you have successfully Added a New Order Form and made the necessary configuration changes, it is time to assign that order form to a client(s) in the system. A new order form may be created and configured to be a customized form for a specific client.
Additionally, you may create one form and assign it as part of your company settings to be used for all clients submitting orders to the system.
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Assign to Client
To get started, click on Clients in the toolbar at the top of the screen:
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Then click on Select to the right of the client you want to use for assigning the order form, as shown below:
At the bottom of the
Viewing the Order Form
