How to Open an Order

View the full details of any order on your board.

Written By Dennis Rodin

Last updated 17 days ago

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

At the top left you can always see the order number and when it was last saved. The order number is editable. Click it, type a new value, and press Enter to save. See How to Manage Your Company Profile for format rules.

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 seven options:

  • Generate Quote

  • Generate Invoice

  • Generate Shop Ticket

  • Generate Receipt

  • Generate Contract

  • Generate Purchase Order

  • Generate Foundation Order

Each document uses the current, up-to-date order information. The buttons you see depend on your permissions. The price-bearing documents (Quote, Invoice, Receipt, and Contract) require permission to see prices and create financial documents, so a team member with limited access may see only Generate Shop Ticket, Generate Purchase Order, and Generate Foundation Order.

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 three menu tabs:

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

Activity Timeline shows a running history of the order, including payments logged or edited, documents generated, status changes, and other edits over time.

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

Related articles: