Orderstate Docs
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Orderstate Docs
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Welcome
Quick Start
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Quick start
How it works
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Add company to network
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Create an order
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Create orders using templates
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Draft orders
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Duplicate orders
βοΈ Update an order
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Manage milestones
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Add comments
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Add attachments
βοΈ Email notifications
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Activity history
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Use the map
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Add team members
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Bulk Export of Orders
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Bulk Import of Orders
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Share orders with customers
Account etc
π§βπ» Create an account
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Sign in and out of Orderstate
βοΈ Manage account preferences
About Orderstate
Intro to Orderstate
What do I need to do to use Orderstate
How is this helping me manage my time more effectively?
Frequently Asked Questions (F.A.Q.)
Templates
Introduction to Order Participants
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GitBook
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Create an order
In order to create a new order, you can follow the below steps:
Click on
New order
button
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Add
details
about the order, such as the main supplier, your order number and a brief description
Select if you want to create a link that can be shared with external parties, such as your customer
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Add
the milestones
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Add the milestones
information
- dates, who needs to update, current status
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Pro tip
: you can rearrange your milestones by simply dragging and dropping!
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Save
the order and it will automatically inform all parties
How it works - Previous
Add company to network
Next - How it works
Create orders using templates
Last modified
3yr ago
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