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If the client is active and has a login to for the system, they will be able to view this form and complete it to submit orders. If an order form is not configured and assigned in the system to the client, then they must use the Classic Order Form to submit a request. By default, the classic order form is enabled in the system for each client.
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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 saved successfully, you will see Change saved! to the right of the drop-down menu.
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The steps for assigning an order form are the same for your company and clients inhouse and external clients. You may also follow the same steps when clicking on My Company to configure a form for your company specifically. |
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