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Creating an Order from your Products & Services tab
Creating an Order from your Products & Services tab

Easily create or add to an existing Order from your Products & Services tab.

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

Creating or Adding to an Order from your Products & Services

Want to create an Order from an entire View or particular filters? You can easily do so from the Products & Services tab of a project.

First, you'll open the Project and go to the Products & Services tab.

Click "Add To" in the upper right-hand corner.

Select "Order"

Select an Order you've already created to add items to it, or click "Create New Order" to start a new one!

**Note** Have a lot of Orders? Search by order name or use the search bar to quickly find the existing Order you're looking for.

If you're Creating a New Order, select the Order type (Work or Purchase Order), create an Order number, select the Vendor in the pop-up menu, and click "Add"

**Pro Tip** If you click "Next" it'll automatically go to the Order you had last selected or created in this menu.

**Note** This will only show you items in this particular Project's Products & Services attached to the Vendor you selected that are not already on an Order, so further filtering may not be needed.

You can click "Add all" to add all the items from your filters or individually select the items you would like to add then click "Add to Order."

Click the " X " next to any items you did not mean to select then click "Confirm!"

Then you'll go to your Orders tab to add any additional elements.

**Note** Did you open the newly created Order and it showed blank? Sometimes we work faster than our computers! Refresh your page and you should be good to go!

Learn more about Products & Services or Orders here!

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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