Before you begin: Once you create an Order, there are things you'll want to do with that Order (and other Orders). This includes reviewing Orders, editing Orders, cancelling Orders (you can't delete them), and finally submitting Orders. Frequently, you cannot complete an Order without first submitting it.
How to Review an Order
To review an Order in TapClicks, first you'll have to locate it and then you can review it. You'll typically be reviewing open Orders.
1] On the left side menu, under Orders click Open Orders.
2] The Open Orders list appears. Locate the Order you want to review and click the number in the Order column. The Order details page appears.
3] Review the Order
How to Edit an Order
After you create and Order you can edit it. That includes editing the scheduling, client and proposal information, as well as any Line Items and Flights.
4] There are two way to get to the Edit Order page. From the Open Orders list, locate the Order you want to edit and click the pencil icon to the far right.
5] If you're already in the Order Details page, scroll to the bottom of the page and click Edit Order.
6] The Edit Order page appears.
7] Make any changes you wish and then at the bottom of the page click Update Order.
How to Cancel an Order
To cancel an Order in TapClicks, you'll first have to locate it and then you can cancel it. Cancelling an Order does not delete it, it archives it.
8] Locate the Order you want to Cancel in the Open Orders list.
9] Click on the Order number in the Order column. The Order details page appears.
10] Scroll to the bottom of the page and click Cancel Order.
11] When the pop-up asks you to confirm the cancellation click Ok.
How to Submit an Order
To submit an Order in TapClicks, you'll first have to locate it and then you can submit it. The submit button accompanies a task called complete_order.
| NOTE: You will not be able to submit an Order until the Finance “Credit Approval” Task has been completed. And you must be assigned the Submit Order Task to see the Submit Order button. |
12] Locate the Order you want to submit in the Open Orders list.
13] Click on the Order number in the Order column. The Order details page appears.
14] Scroll to the bottom of the page and click Submit Order.
To learn how to add Line Items and Flights to Orders, see How to Add Line Items and Flights to Orders.