To access the Orders module from Customer Portfolio
- From Customers, select Manage customers to open the Customer Portfolio.
- Open a customer record.
- Select the Orders tab. The Current view displays by default.
- To access the Orders module, do one of the following:
- Click New Order to open the Enter and edit orders window for the customer. When you click New on the Enter and edit orders window, the customer's ID automatically populates the Bill to ID field.
- Double-click the gray box to the left of the Date field to open the customer's selected order in Enter and edit orders window. You then can view or edit the customer's order.