Operations Orders - Preview Order PDF Template

1. Navigate to "Orders"

   To preview an Order PDF template, navigate to the "Orders" section in the Operations Portal.

   

2. Click "Orders"

   Then, click "Orders". In order to access "Orders" the account will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "dispatch" "orderEdit," "orderView," "crmCompanyOrderView," or "crmCompanyOrderEdit".

   

3. Search for the order

   Enter the order number or any keyword into the "Search..." field to locate the order.

   

4. Click on the more details icon

   Click on the more details icon to view order details.

   

5. Click "Generate File"

   Click the "Generate File" icon.

   

6. Select "Internal PDF"

   Select "Internal PDF" from the available options.

   

7. Click "Generate"

   You can leave the default options and click "Generate" to create the PDF template.

   

8. View the "Internal Files"

   The system automatically redirects to the "Internal Files" screen once the PDF generation process completes.

   

9. Click the eye icon to preview the file

   Click the eye icon on the top row of the list to view the newly generated PDF preview.

   

10. Order PDF preview

    The screen displays a preview of the PDF template.