Open Topics List

Shortcut Button – Add Client Order

The “Add Client Order” Shortcut Button is located at the top of a client’s CRM page.

WHAT IT DOES

  • This button starts the process of creating a shop/store order for your client.
  • What that means is, you will be taken to a new order page.  All the details of your client will be entered into this page already, you will only need to add the items your client wishes to purchase to your order and complete your order in the normal way.
  • You can then email the order directly to your client from the order page.

HOW TO USE IT

  • Go to menu item FIND
  • Locate your client
  • Click on the button ‘Add Client Order’

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