To create a new order, follow these simple steps:
1. After logging in, go to the Orders feature within the Transaction module navigation.
2. Once on the orders list screen, click on the green 'New Order' that is adjacent to the 'Orders' heading at the top of screen.
3. Fill in all of the details of the contract and then click the green 'Create Order' button at the bottom of the page.
Please note that all fields marked with an asterisk (*) are mandatory in order for the order to be created. If you are seeking an explanation for what the required fields are, then please refer to Definitions of Common Terms article here.
For more information about the specific fields in the order form, read creating a new order here.
Note: If you are unable to see the Orders tab, it may mean you do not have permission to view this based on your subscription, please contact us at email@example.com to discuss upgrading your account.