Before you begin: Once you've created an Order in TapClicks, you can break that Order up into Line Items, which are unique products your company offers. You can further break up each Line Item into smaller segments called Flights, which are a way of breaking up the Line Item based on time or milestones.
How to Add a Line Item to an Order
Add Line Items when the Order is comprised of two or more of your company's products. This document will show you how to do that.
1] Locate the Order in the Open Orders list and click on the number in the Order column. The Order page appears.
2] Scroll to the bottom of the page and click the "+" to the right of Line Items.
3] The Add Line Item screen appears. Select a product from the Select a Product dropdown.
4] The detail page for the product you selected will appear. It will differ depending on which product you selected.
5] Fill in all the required fields (those indicated with an asterisk). This will almost always include Workflow details and Campaign details associated with this Line Item.
6] Optionally fill in any other fields.
7] Optionally add comments in the Comments field at the bottom of the page. Comments can be seen by anyone with access to that Line Item.
|NOTE: Comments are required when you edit a Line Item, but not when you first create it.|
8] When you've entered all the Line Item details, click Save Line Items at the bottom of the page.
9] Repeat steps 2 - 8 for additional Line Items.
How to Add a Flight to a Line Item
Add Flights to a Line Item when you want to break up the Line Item into separate deliverables. The deliverables are typically denoted by time or milestone.
|NOTE: The ability to add Flights to a Line Item is not implemented for free trials.|
10] Scroll to the bottom of the Order page and in the Line Items section, click on the number in the Item Number column of the Line Item you want to add a Flight to.
11] The Line Item details page appears. If adding Flights option is available, there will be a Flights tab at the top of the Line Item screen. Click the Flights tab.
12] The Flights page appears. Click the "+" next to Flights.
13] The Flight Form Fields appear below.
|NOTE: Some of the Flight fields will be pre-filled and can only be adjusted on the Line Item page.|
14] Fill in the required fields, indicated by an asterisk.
15] Optionally fill in the other fields.
16] When you've entered all the Flight details, click Save Flight.
17] Repeat steps 12 - 16 for any additional Flights you wish to add to the Line Item.
18] Click the Line Item tab to return to Line Items.
To learn manage Orders, see How to Manage Orders.