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How to add an Order

Go to Accounts on the sidebar menu

Click on the Orders tab

Click on the Add Order button

If you would like to add an Opportunity for the Order please click Yes and click HERE on how to add an Opportunity

Click No if you do not want to add an Opportunity

Fill out the required fields under Order Details

Click HERE to learn more about configuring an Order Type and Order Sub Type

Select a contact for the Order under Contact Details by clicking the small contact card icon

Change the Order Status

Click Add Quote button