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These instructions refer to using products within the creating order/quote page of ODB. Which can be found in admin → odb → create new quote/order.
Personally, I find the inclusion of “admin” confusing – it makes me look for an “admin” button.
When you say “Admin” are you referring to the navigation menu? Or another screen? It makes me want to look for the “admin” button on the navbar…
Unless I’m missing something I would either remove the word “admin” or change to:
These instructions refer to using products within the creating order/quote page of ODB, which can be found on the navigation bar:
ODB → Create new quote/order.delete the above paragraph entirely and include my edit below instead:
Find a customer
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Customer search is accessed from the Create A Quote/Order screen:
ODB > Create A Quote/Order
You can search for a customer by:
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