Creating an Order

Step #1

Click here

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Step #2

Click “Create Order”

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Step #3

Enter the “Customer Name” (Required)

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Step #4

Enter “Customer PO #” (Optional)

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Step #5

Enter the “Lot Serial #” (Optional)

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Step #6

Enter the “Order Date” (Required)

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Step #7

Enter the “Start Date”

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Step #8

Enter the “Requested Ship Date” (Optional)

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Step #9

The “Actual Ship Date” can remain blank

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Step #10

Select the part(s) in the order

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Step #11

Enter the “Serial #”

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Step #12

Enter the “Quantity”

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Step #13

Click the Checkmark

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Step #14

Enter any Notes (Optional)

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Step #15

Click “Create Order”

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Step #16

Continue to add additional parts within the order

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Step #17

Click “Save Order”

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Step #18

Click on the clock to see your activity.

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Step #19

The activity tracker shows all activity for this report.

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Step #20

Activities can be searched by key word or date range.

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Step #21

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

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Step #22

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