Introduction:
COS Business Engine specializes in the handling of Customer Orders past and present. This guide will walk you through the process of creating, configuring, and processing an order within COS Business Engine.
To begin this process, navigate to the Orders menu under the operations dropdown in the COS Business Engine.
Once you have navigated to the Orders menu, select the blue "+" icon to create a new Order and fill in the required information such as customer name, address, and selected service type.
Once users have navigated to the "New Order" page, they will input key information pertaining to the new Order, such as Customer Information. You will also be able to attach this new Order to an already existing Object or Customer at this point as well.
The "New Order" page will also have users select what type of Service will be added to this new Order as well as the start date of said Service, for accurate billing purposes. Once all relevant information has been added to the new Order, select the blue "save" icon in the upper-left hand side to confirm.
Please see the link below for a detailed, step-by-step guide.
Step-by-Step Instructions
Creating an Order