Guide to the Order Details Tab of the Order Form
On the Order Details tab of an Order, there are several data fields for business owners to input the necessary information to complete the order. To get to the Order Details tab, simply edit an Order.
In this article, the following topics are overed:
How to Customize the Order Details Tab
Each section on the Order Details tab can be collapsed or expanded by clicking the triangle icon next to the section title. This makes it easier to focus on just the parts of the order you’re working on. Your layout preferences are saved automatically, so the next time you edit an order, the sections will appear just the way you left them.
What Settings Are Available in the Order Details Tab?
Within this tab, business owners can change the following information:
- Order Name
- Start and End Dates
- Customer Information
- Venue Details
- Delivery Information
- Internal Management
- Referral Source
- Quote Expiration Date
- Team Members assigned to the Order
- Add additional notes