Order Entry

How can I see who changed a charge item?
You can right click on the charge item and select Charge Item Audit: It will display the last person who edited or changed a charge.
Thu, 26 Sep, 2019 at 8:42 AM
How can I see who changed an order?
Changes to the order (as well as what occurred on a trip/contract) can be seen from the order audit history notes. From within the order click on notes ...
Thu, 26 Sep, 2019 at 8:43 AM
How can I invoice an order without putting it on a trip/contract?
There are a few ways to go about this: 1. If the order will never go on a trip Right click on the order and mark it delivered, this will put the order int...
Thu, 26 Sep, 2019 at 8:50 AM
How do I show an order is delivered without it being on a trip?
In some scenarios you will need to deliver an order without including it on a trip. This can be done by right-clicking on the order and selecting to Mark Se...
Fri, 24 Apr, 2020 at 12:55 PM
How to set an Order that was marked Delivered back to Pending
To set an order that has been Marked Delivered back to pending, right click on the order and again select to Mark Selected Order Delivered.  You will ...
Tue, 29 Oct, 2019 at 10:29 AM