Creating an Order

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Step #1

Click here


Step #2

Click “Create Order”


Step #3

Enter the “Customer Name” (Required)


Step #4

Enter “Customer PO #” (Optional)


Step #5

Enter the “Lot Serial #” (Optional)


Step #6

Enter the “Order Date” (Required)


Step #7

Enter the “Start Date”


Step #8

Enter the “Requested Ship Date” (Optional)


Step #9

The “Actual Ship Date” can remain blank


Step #10

Select the part(s) in the order


Step #11

Enter the “Serial #”


Step #12

Enter the “Quantity”


Step #13

Click the Checkmark


Step #14

Enter any Notes (Optional)


Step #15

Click “Create Order”


Step #16

Continue to add additional parts within the order


Step #17

Click “Save Order”


Step #18

Click on the clock to see your activity.


Step #19

The activity tracker shows all activity for this report.


Step #20

Activities can be searched by key word or date range.


Step #21

The user, the action and the date/time is tracked and recorded here.


Step #22

Click on the blank space to go back to the report.

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