Author: web265p3

Four steps to Teams success

How to add a new product to an order

In the Dashboard choose one of the points “Customer/Supplier/Organization”-Projects Select “Grouped by orders” in the left navigation Find the order where you want to add a new product Expand the item Make sure you are in the “edit mode” (pencil icon) Select the tab “Order content” Click the tile of the order In the bottom, …

How to create an order

In the Dashboard choose one of the points “Customer/Supplier/Organization”-Projects Select “Actions” in the left navigation Select “Create a new product order” Enter an order number Select a site Fill out additional data (optional) Click “Create order” An order has been created. You can now add new or existing products to this order.

How to delete an order

In the Dashboard choose one of the points “Customer/Supplier/Organization”-Projects Go to “Grouped by orders” Search for the order you want to delete Expand it and select the tab “order content” Click the trash icon and consent

How to delete a product

In the Dashboard choose one of the points “Customer/Supplier/Organization”-Projects Go to the “Grouped by products” view Search for your product and expand it Click the trash icon Consent to delete your product

How to update the data of a product

In the Dashboard choose one of the points “Customer/Supplier/Organization”-Projects Go to one of the three points: Grouped by sites Make sure you are in the “Edit mode” Select the tab “Site content” Click the tile of the product you want to update Grouped by orders Make sure you are in the “Edit mode” Select the …

How to create a new product (without order)

First way From the dashboard select “[Customer/Supplier/Organization] Projects Select “Actions” in the left navigation Select the tile “Create product without order” Select the tile of the category of the product you want to create Select a product type Select a site Optional: Enter a line name or select an existing line Fill out the general …

How to delete a site

Navigate to the view “Grouped by [customers/suppliers/own companies]” Make sure that the site you want to delete has no products, lines or orders anymore. Expand the site you want to delete Click the “trash-icon” Consent if you really want to delete

How to delete an enterprise

Navigate to the view “Grouped by [customers/suppliers/own companies]” Make sure that the enterprise you want to delete has no sites (products, lines or orders) anymore. Expand the enterprise you want to delete Click the “trash-icon” Consent if you really want to delete

How to add sites to an enterprise

Navigate to one of the views: Grouped by [customers/suppliers/own companies] Grouped by sites Grouped by orders Grouped by products Expand the item you want to edit Make sure you are in the „edit“-Mode (pencil icon in the bar above the table) Click on the tile with the enterprise name In the form click “Add site” …

How to update an enterprise

Navigate to one of the views: Grouped by [customers/suppliers/own companies] Grouped by sites Grouped by orders Grouped by products Expand the item you want to edit Make sure you are in the “edit”-Mode (pencil icon in the bar above the table) Click on the tile with the enterprise name In the form update the data …