Sales: Order Header Features | Scribe

    Sales: Order Header Features

    • Raven Chamberlayne |
    • 16 steps |
    • 53 seconds
    1
    Navigate to [https://workscapes.coreincloud.com/core/lo/sales/order-forms/69744/header](https://workscapes.coreincloud.com/core/lo/sales/order-forms/69744/header)
    2
    Click this button to expand all tabs.
    3
    Click this icon to collapse all tabs.
    4
    Click this icon to make a copy of this order.
    5
    Click "Copy and Apply Defaults"
    6
    Click "OK"
    7
    Click this icon to export the order.
    8
    Select appropriate file type (project matrix) and hit finish.
    9
    Click here to quickly add a file to the file cabinet.
    10
    Drag and drop or upload a file.
    11
    Name and select appropriate file type from drop down.
    12
    Click this icon to add a quick task.
    13
    Select appropriate task and hit "add".
    14
    Click this icon to add a quick note.
    15
    Add in information and hit "save."
    16
    Click this icon to refresh page.