Managing User Service Levels with oversight

When the user makes an order & it has stayed at a stage longer than the agreed service level time of that stage then an alarm clock will appear color “Green”, “Orange” or “Red” depending on how overdue. NOTE: Oversight feature is only available in ServiceTeam. The alarm clock appears in the default order list & order overview sections. If […]

How to send batch invoices for orders in stage 9b

Here’s how to send invoices : Go to Orders. Click the three-dot actions menu icon & select Send batch invoices (only 9b orders). Then you’ll able see all 9b orders & then press Send button.

How to batch update order stages

Here’s how to update order stage: Go to Orders. Click the three-dot actions menu icon & select Move Stage Order. Then select orders you want to update order stage by ticking on tick boxes. Scroll down & find Order stage drop down with save button. Then select order stage & click Save.