Step-by-Step Guide to Creating a New Order in Your Dashboard

STEP 1: Click on "Orders" in the Dashboard

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Orders" link highlighted in red.
• This will take you to the Orders section for further actions.

Next, you can proceed to click on "Add New Order" to continue.

STEP 2: Click on "Add New Order"

• Navigate to the "Orders" section in your dashboard.
• Click on the Add New Order button located at the top right of the orders table.
• This action will redirect you to the order creation form where you can input the necessary details.
• Ensure to fill in all required fields marked with an asterisk (*).

STEP 3: Enter Order Number

• Click on the "Order Number" field (marked with an asterisk * for required input).
• Input the unique order number for your transaction.
• Ensure the order number is correctly formatted as per your organization's guidelines.
• Proceed to the next step by selecting the "Client" field.

STEP 4: Select "Client"

• Click on the "Client" dropdown to view available clients.
• Locate and select "Miss Aena" from the list.
• Ensure the email and company details are correct.
• Proceed to the next step by adding the "Shipping Address."

STEP 5: Click "Add Shipping Address"

• Click on the Add Shipping Address option highlighted in red.
• Ensure all required fields are filled in the form.
• Look for any fields marked with an asterisk (*) as they are mandatory.
• Proceed to the next step by adding the project details after the shipping address is entered.

STEP 6: Click "Project" to Add Context

• Navigate to the "Project" dropdown in the Create Order form.
• Click on the option labeled "22" to select it.
• Ensure that all required fields marked with an asterisk (*) are filled out before proceeding.
• After selecting the project, continue to the next step by selecting the "Sales Representative."

STEP 7: Select "Sales Representative"

• Click on the dropdown for "Sales Representative."
• Choose "Vandana It's you" from the list.
• Ensure the selection is marked as required (indicated by the asterisk).
• Proceed to the next step by selecting "Status."

STEP 8: Select "Status"

• Click on the Status field to view options.
• Choose Pending from the dropdown.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review other inputs like Client, Project, and Sales Representative before proceeding.

STEP 9: Click on "Select Product"

• Navigate to the "Select Product" dropdown.
• Click on the dropdown to view available products.
• Choose "Ultim8e BizCRM" from the list.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Proceed to the next step by adding the "Quantity."

STEP 10: Click on "Quantity" to Add Order Quantity

• Locate the "Quantity" field in the order form.
• Click on the highlighted area to activate the input.
• Enter the desired quantity for the product.
• Ensure the quantity is accurate before proceeding to the next step.

STEP 11: Click on "Description" to Add Order Details

• Click on the "Description" area highlighted in red.
• Enter relevant details about the order.
• Ensure to provide clear and concise descriptions for better understanding.
• Review the existing entries, like "Ultim8e BizCRM" and "Testing," for context.

STEP 12: Fill in "Client Note"

• Click on the "Client Note" area highlighted in red.
• Enter any relevant notes or comments for the client.
• Ensure to review your notes for clarity and completeness.
• Proceed to the next step by clicking the "Submit" button.

STEP 13: Click on "Submit" to Finalize Your Order

• Ensure all required fields are filled, including "Client Note."
• Locate the "Submit" button highlighted in red at the bottom of the form.
• Click on the "Submit" button to finalize your order.
• Review the confirmation message to ensure the order was successfully submitted.