Complete an Order

To complete an order is to finalize the order and send the appropriate paperwork to make the sale final. To complete an order:

1)  Go to the order.

2)  Change the Order Status field to Complete.

3)  Click on Save.

4)  Click on the Docs button to generate the paperwork. A document selection page is displayed.
Note: The listed documents will be different from this example.
For an order that has multiple primary machines, a single bulk template may be available to create an equipment movement form for each machine. A bulk pickup/relocation template may also exist to create a form for each machine specified for pickup/relocation on the order.

5)  Click on the select box of the order template(s) to use.

6)  Enter a value in the #Copies field if you want more than one copy of the document(s).

7)  Click on Generate. The document editor opens in a separate browser window with the generated order documents.
Note: Your documents are designed by your company and will be different from the sample.

8)  If you want to change the name of the document, enter a name in the Name field of the editor window and click on the save icon . The name will be used in the order’s document list. (See Viewing Documents and Files of an Order.)

9)  Print the documents from the editor. Click on the print icon  (or File, Print).

10) Close the document editor browser window. You will return to the order detail form.

11) Click on Save in the order detail form.
(This will also cause the associated lead’s status to change to Sale.)

12) Click on a link in the pathbar to return to the account or lead.

13) Send the printed documents to the appropriate department to book the deal.
(When the order is booked, the lead’s status will be updated to Customer.)