Create and manage orders

Before creating an order

• Confirm the correct customer.
• Confirm the products or items being ordered.
• Review quantities and order details.
• Confirm any important dates or fulfillment requirements.

Create the order

1. 1Open the order area in your PrepTechPro workspace.
2. 2Start a new order.
3. 3Select or create the customer.
4. 4Add the correct products or items.
5. 5Review quantities, pricing, and relevant dates.
6. 6Save the order.

Keep the order current

Update the order whenever work progresses, important information changes, or the order moves into a new operational stage. Accurate order status is one of the most important pieces of information for the rest of your team.