How to move the order into another Account or a Site in Flobot

  • To get started, make sure logged in to the Flobot admin portal. You might need to sign in

  • How to move order into another account.
  • Go to Jobs / Orders section and select the Order you need, move to an Account or a Site.
  • Then from order, select Move to another account ,clicking three-dot actions menu in top right corner.

Move to another account button in order
  • Then type your account number and click move button. Then it is successfully move to that account.
Move button in Account move
  • Then moved order can be found in Account > Sites & branches
    under Sites associated with this account table with new Site id.
moved order with new site id
  • How to move order into another site / new site through the Account.
  • Go to Account > Sites & branches and select the order you want to move another site / new site
  • Then select Options drop down and choose Move orders to button
Move orders to button
  • Then type your Site id and click move button. Then it is successfully move to that entered site.
Move button in Site move