Knowledge Base
Editing & Adding To Your Orders
Understanding the Options
Calendar View:
Click on the order you wish to modify. This will open a view where you can:
- “Add to Order” allows you to include additional items to your existing order
- “Edit Order” lets you modify the items already selected.
Both options are accessible from either button, but each directs you to a specific starting point.
Order Button in Calendar View:
- After selecting an order date, follow the standard ordering process.
- Use the “+” button to add items directly to your order.
- Use the wrench icon to make edits to your current order.
Dashboard View:
Navigate to your dashboard to find all past, present, and future orders.
- Use the “+” button to add items to any order.
- Use the wrench icon to edit items in any order.
Managing Multiple Orders
If you need to place multiple orders for the same day:
Dashboard View:
- Select “Next” after choosing the appropriate day.
- To start a new order entirely, click the “Start New Order” button at the bottom of the screen.
- Need additional help? Contact your sales rep for immediate assistance!