CiuisCRM Documentation

4.1.2.How to create an order? #

Create Orders:

1. Orders can be found under Finance in the main menu.

2. All the existing orders are listed here. Click on the Create icon to create an order.

3. Enter the details and click on Save.

4. You can mail, create PDF, print the orderby choosing the options shown.

5. To edit or delete the order, click on the more icon and choose the appropriate option.

NOTE: While Creating an Order, you can make it for Lead  by using the toggle bar as shown:

Last updated on July 2, 2019
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