Orders Overview

Orders are managed from Documents with the document type set to Order.

What You Use Orders For

• review order-stage documents
• keep order work inside the same document system as invoices, bills, and quotes
• continue from order review into downstream document actions when your workflow requires it

Working Pattern

1. Open Documents
2. Switch the document type to Order
3. Review the list or open a specific order
4. Continue with the next document or operational step based on your workflow

Related Pages

• Documents Overview
• Invoices
• Quotes