Move An Order To An Existing Account

You can move a Standalone Order into an existing Account at any time. 

When using  Systemize, before creating a Job a Standalone Order must be moved to an existing Account, or you can create a new Account at the same time you create the Job.

See Related Articles below to create a new Account and Job at the same time.

  1. Open the Order and click Edit Order Info icon.
  2. Click Move Order to Account button.
  3. Type the Account Name into the Move to Account box or click the More icon to see a list of all your Accounts.
  4. Select an Account then Save.move order to an existing account