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 Cancel Order(s) from Route Exceptions
Select order(s) to cancel and click on the Cancel Open Orders icon