Operations Order Entry - Search for Product Lines

1. Navigate to "Orders"

   The "Product Line" filter allows you to quickly find and add specific products to your orders. To start, navigate to the "Orders" section in the Operations Portal.

   

2. Click "Orders"

   Then, click "Orders". In order to access and update "Orders", you will need to be set up either as an "administrator" or a "superuser", or have the following roles: "dispatch", "orderEdit", "crmCompanyOrderView" and "crmCompanyOrderEdit". Just a reminder, "crmCompanyOrderView" and "crmCompanyOrderEdit" access only allows employees to view company orders that are assigned to them.

   

3. Search for the order

   Search for the order in the "Search..." field.

   

4. Click on the more details icon

   Then, click on the more details icon to access order details

   

5. Go the "Items" tab

   Go to the "Items" tab.

   

6. Click "Search by"

   Click into the "Add Item" field or select the "Search by" dropdown.

   

7. Select from dropdown options

   You'll see the new "Product Line" option alongside the existing filters.

   

8. Select "Product Line"

   Click the "Product Line" option to access product line details.

   

9. Select Products

   You can start typing, and items that have been labeled with the type "Product Line" will appear and products can be selected and added to the order.