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- Access the New Order Form Settings.
- Create and Configure a New Order Form.
- Assign the New Order Form to a Client (shown below).
- View the Order Form in the System (shown below).
The following will show you how to assign the order form to a client and view the order form:
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Assign to a 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:
On the Client Tab, you will see Client Portal and it is automatically selected. This is where you may configure forms for the client to use including the New Order Form.
At the bottom of the
the this screen, click on the drop-down menu to the right of New Order Form.
Then select the appropriate order form for the client from the menu. In this example, the client is Tech World and the Tech World - Standard Order Form will be selected.
If the change is save successfully, you will see Change saved! to the right of the drop-down menu.
Now if you Access the New Order Form Settings and click on View Clients for the appropriate form, you will see the name of the client in the provided pop up window.
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The steps for assigning an order form are the same for clients and external clients. You may also follow the same steps when clicking on My Company to configure a form for your company specifically. |
Viewing the Order Form
