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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.
Find a customer
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| colour | Yellow |
|---|---|
| title | test |
You can search for a customer by:
Name
Status colour Yellow title test Status colour Yellow title test E-mail
Status colour Yellowtitle test Phone number
Jira Legacy server JIRA (rixxo-hq.atlassian.net) serverId 246b7a3d-8fe1-3d1c-99a1-b8dcf0d086cd key RODB-143 Company Name
Jira Legacy server JIRA (rixxo-hq.atlassian.net) serverId 246b7a3d-8fe1-3d1c-99a1-b8dcf0d086cd key RODB-151
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- Add drafts to customer display box
- make quotes and drafts clickable to go to order grid sorted by customer email
- add sign up to newsletter checkbox pre-ticked to create a form
Companies
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Companies will come through when a customer is selected. The discounts applied to a customer group will be brought through and applied to a customer's orders.
New Companies
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| colour | Yellow |
|---|---|
| title | test |
To create a new company for a new customer you can click the create company button and create a new company before creating the customer. Additionally, you can simply add the customer to an existing group.
New customers
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To create a new customer, click the create a new button and a form will become visible.
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