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.
- Open the Order and click Edit Order Info icon.
- Click Move Order to Account button.
- Type the Account Name into the Move to Account box or click the More icon to see a list of all your Accounts.
- Select an Account then Save.