Operations Order Management - Download Order PDF Files in Bulk by Company

1. Navigate to "Companies" under CRM section

   To generate PDF files from multiple orders on a company, navigate to the "Companies" section of your operations portal. In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView," "crmCompanyView," "companyEdit," "crmCompanyEdit," and "dispatch."

   

2. Search for the company

   Use the "search bar" or "column filters" to find a company. Enter the company name or a keyword to narrow your search.

   

3. Go to the company details page

   Then, click the more details icon to access company details.

   

4. Click the "Orders" tab

   Under the "More" dropdown, click the "Orders" tab.

   

5. Select the orders to be downloaded in bulk

   Here, select the orders you want to generate PDFs for by using the checkboxes next to each one. Use the top checkbox to select or deselect all orders at once.

   

6. Click the "More" button

   You can download the PDFs as either customer or internal files. Click the "More" button. Just a reminder, if the files are downloaded as "customer files" they will be viewable by the customer. Internal files are only viewable by your internal team.

   

7. Choose whether you want to download internal or customer PDF files

   Then, select either "Download selected orders as customer PDF files" or "Download selected orders as internal PDF files".

   

8. Click "Generate"

   Fill out the dialog box. You can choose a template, display totals, and sort items. When you're done, click "Generate."

   

9. Downloaded files

   Your files will be automatically downloaded to your computer as ZIP files.

   

10. Go to your order details

    These PDFs will be automatically uploaded to each order, either in the "Customer files" or "Internal files" tab, depending on your selection. Go to the Orders screen and view the details of one of your selected orders. In order to access "Orders" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "crmCompanyOrderView," "crmCompanyOrderEdit," "orderEdit," "orderView," and "dispatch." Use the search bar or column filters to find one of your orders. Enter the order name or a keyword to narrow your search, then access the order's details.

    

11. Verify generated PDFs

    Here you can see the generated files.