How to edit an incomplete order
1. Double-click on incomplete order.
2. Edit order details to complete order Record.
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Edit a Route
1. Select route, then right-click on route to display pop-up menu 2. Click on Edit Route 2. Modify route then click on the Save icon
How to Cancel a Sales Order
1. In Order Management, click to highlight sales order. 2. Press Cancel Order button. 3. Select Cancel Reason, Cancel Reason Notes (optional) and click Yes
How to Create a Sales Order
1. Click on Create New Order icon 2. Search for Customer Account Location using Search Criteria 3. Select Account and Create Order Record 4 (a). Create BULK Sales Order 4 (b). Create Cylinder Sales Order
How to Edit a Profile using Advanced Filter
1. Select a profile to edit and select Advanced Filter. 2. Select filter criteria and press Save
How to create a NEW route from Create/Edit Routes
1. Click on Create/Edit Routes 2. Select Driver, Truck, Start Time, Start Location and End Location, then press on the Save icon