If you are also using Systemize, you can quickly create a Job from an Order.
Because every Job must be in an Account in Systemize, if you have a Standalone Order, you'll need to either create an Account for it when you create the Job or move it to an existing Account before you create the Job.
- Open an existing Order.
- To create a new Account for a Standalone Order as you create a Job click the Create New Account icon.
- If the Order is already in an Account click the Create New Job icon and select a Process, enter a Name and select a Template.
- Scroll towards the bottom of the Job to see your Order Details.