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Package

An Order can be memorized and reused to create a new Order. We call these packages.

PACKAGES

Duplicating orders (packages)

How do we copy a schedule from one account to another?

Create the first order, then after you have approved it, right click and select Create from Package, give it a name, then go to the next Customer, and right click in the order side of the screen and select New From Package, pick the package name, It will give you the date to choose from the original package, if you change the date the entire order will shift, so try and use the default dates. it will not copy over the rotation plans/copy.

Select a package

To create an Order using a package as a template, just select an existing package from the list.

Start Date

The original Order that was utilized to create this package would have started on a particular date. The package remembers this date, however, you will most likely select a new date for the overall order to begin. By specifying the new start date, the entire Order template will be adjusted accordingly.

Tips

You can also right click on a package to access the context menu. Right now the only option is to Delete the selected package.