How to Open an Order

View the full details of any order on your board.

Written By Dennis Rodin

Last updated About 7 hours ago

[Screenshot: An order card on the board with the Open Order Details icon visible at the top right]

To open an order, click the Open Order Details icon at the top right of the order card. You can also click the customer name on the card to open it.

What you see at the top

[Screenshot: Top of the order overview showing order number, last saved date, Print Shop Ticket button, and three-dot menu]

At the top left you can always see the order number and when it was last saved.

On the right side you find the following buttons

Edit Quote (or Edit Order if confirmed) opens the order for editing.

Learn more: How to Edit an Order

Document Generation is a dropdown with four options: Generate Invoice, Generate Shop Ticket, Generate Receipt, and Generate Contract. Each document uses the current, up-to-date order information.

Customer Portal lets you copy the portal link or view the portal page. This is the personal tracking page your customer sees.

Learn more: How the Customer Portal Works

The three-dot menu gives you two options:

  • Duplicate Order creates a copy of this order with all the same configuration, customer info, and to-dos. Payments and documents are not copied. This is useful when a customer wants to compare options, like two different stone colors. Duplicate the order, edit the copy, and present both quotes.

  • Cancel Order cancels the order.

Learn more: How to View Archived Orders

Navigation

On the left side you'll see two menu tabs:

Order Details shows all the order details, customer info, pricing, and installation location.

Notes & Files shows your documents, uploaded files, and internal notes.

Related articles: