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Quotes and Orders · Tenant admin

Update an order

Browse the guidesQuotes and Orders

An order is raised when a quote is accepted, with state Open. Its state after that is kept by hand.

Steps

  1. Open Manage > Records and choose Order.
  2. Press the order’s row.
    The Orders list with the order Hall re-roof and gutters outlinedThe Orders list with the order Hall re-roof and gutters outlined
  3. Set State to Open, In progress, Complete or Cancelled.
    The order’s edit form with State set to Complete and outlinedThe order’s edit form with State set to Complete and outlined
  4. Press Save changes.

What you will see

The new state on the Orders tab and under Orders on the Quotes Overview. Open orders there adds up the value of orders in state Open.