Raising and editing an order
Add or open an order from the list. The editor is a full-page tabbed form. Header fields include customer, order type, status, and comments. Lines and related work sit on tabs.
Tabs:
- Products — add lines, quantities, prices, line status / workflow, discounts (if permitted)
- Internal Notes
- Schedule
- Assign Users
- Hours — time against the job
- Billing — shown if you have accounts permission (payments, invoiced, payment plans)
Changing Auto Purchase on a line is an Easify Pro feature and shows the upgrade message. Print uses the paperwork print menu for the order.
Save writes the header and lines together and returns to the list on the saved order. Cancel confirms if the form is dirty.
[Desktop screenshot of the Easify Web order editor. Light theme. Title such as Order 100123 with customer name. Header: customer combobox, order type, status. Vertical tabs: Products (selected), Internal Notes, Schedule, Assign Users, Hours, Billing. Products tab shows a lines grid with SKU, description, qty, price, and line status, plus a product picker. Footer Help, Cancel, Save. Sample data only.]