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.
Assignment to a Client
To get started, click on Clients in the toolbar at the top of the screen:
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
