Complete Guide to Managing Projects and Orders in the Dashboard

STEP 1: Click on "Work" to Access Your Dashboard

• Navigate to the left sidebar of the dashboard.
• Click on the Work link to view your tasks and projects.
• Ensure you check the Policy Document Overview and Commission Overview sections for relevant information.
• After this step, proceed to the Projects section for further details.

STEP 2: Click on "Projects" to Access Project Overview

• Navigate to the left sidebar and locate the "Projects" option.
• Click on "Projects" to view the project overview.
• Ensure you have the necessary permissions to access project details.
• Review the project status and any related tasks displayed on the dashboard.

STEP 3: Select "TaskMaster" Project

• Click on the "TaskMaster" link in the project list to view project details.
• Ensure you are on the Projects page to locate the project.
• The project name is highlighted for easy identification.
• Proceed to the next step after accessing the project details.

STEP 4: Click on "Orders" to Access Order Management

• Navigate to the "Orders" section by clicking on the highlighted area.
• Ensure you are on the correct project page (TaskMaster).
• Review any existing orders or statistics displayed.
• Prepare to proceed to add a new order in the next step.

STEP 5: Click on "Add New Order"

• Navigate to the "Orders" section.
• Locate and click the Add New Order button highlighted in red.
• This action will direct you to the order creation form.
• Ensure all required fields are filled in the next step.

STEP 6: Enter Order Number

• Click on the "Order Number" field (marked with a red border).
• Enter a unique order number (required field).
• Ensure the order number is correctly formatted as per your organization's guidelines.
• Proceed to the next step by adding the "Shipping Address."

STEP 7: Click "Add Shipping Address"

• Click on the "Add Shipping Address" option highlighted in red.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review the shipping address details before proceeding.
• After adding the address, continue to the next step to select the Sales Representative.

STEP 8: Select "Sales Representative"

• Click on the "Sales Representative" field highlighted in red.
• Choose a representative from the dropdown list (indicated by the asterisk * as a required field).
• Ensure all other required fields are filled out before proceeding.

STEP 9: Select "Generated By"

• Click on the "Generated By" field to view the available options.
• Choose the appropriate name from the dropdown list.
• Ensure that the selection aligns with the order details.
• Proceed to the next step by selecting "Status."

STEP 10: Select "Status"

• Click on the "Status" dropdown menu.
• Choose from the available options:
  • Pending
  • On Hold
  • Failed
  • Processing
  • Delivered
  • Completed
  • Canceled
• Ensure to select a status marked with an asterisk (*) as it may be required.

STEP 11: Select "Bose Headphone (p18)"

• Click on the dropdown menu labeled "Select Product."
• Locate and select "Bose Headphone (p18)" from the list.
• Ensure the selection is highlighted before proceeding.
• After selection, you can move on to the next step to add "Quantity."

STEP 12: Click on "Quantity" to Update Order Details

• Locate the "Quantity" field in the order form.
• Click on the highlighted area to enter the desired quantity for the Bose Headphone.
• Ensure to fill in any required fields marked with an asterisk (*).
• Proceed to the next step to add "GST" after updating the quantity.

STEP 13: Click on "SGST" to Add Tax Details

• Locate the "SGST:" label in the highlighted area.
• Click on the dropdown next to "Tax" to select the appropriate GST option.
• Ensure to review other tax options available, such as IGST.
• Complete any additional required fields marked with an asterisk (*).

STEP 14: Click on "Discount" to Add Discount Details

• Locate the "Discount" field highlighted in red.
• Click on the "Discount" label to activate the input area.
• Enter the discount amount as needed.
• Ensure to check for any additional required fields marked with an asterisk (*).
• Proceed to the next step by writing the "Client Note."

STEP 15: Enter Client Note

• Click on the "Client Note" area to add any relevant notes for the client.
• Ensure to provide any important details that may assist in the order processing.
• This field is optional, but it can enhance communication with the client.
• After entering your note, proceed to the next step by clicking the "Submit" button.

STEP 16: Click on "Submit" to Finalize Your Order

• Ensure all required fields are filled out, including the Client Note.
• Review the order details for accuracy.
• Click the Submit button to finalize your order.
• If needed, you can click Cancel to discard changes.