Step #1

Click here

Step #2

Click "Create Order"

Step #3

Enter the "Customer Name" (Required)

Step #4

Enter "Customer PO #" (Optional)

Step #5

Enter the "Lot Serial #" (Optional)

Step #6

Enter the "Order Date" (Required)

Step #7

Enter the "Start Date"

Step #8

Enter the "Requested Ship Date" (Optional)

Step #9

The "Actual Ship Date" can remain blank

Step #10

Select the part(s) in the order

Step #11

Enter the "Serial #"

Step #12

Enter the "Quantity"

Step #13

Click the Checkmark

Step #14

Enter any Notes (Optional)

Step #15

Click "Create Order"

Step #16

Continue to add additional parts within the order

Step #17

Click "Save Order"

Step #18

Click on the clock to see your activity.

Step #19

The activity tracker shows all activity for this report.

Step #20

Activities can be searched by key word or date range.

Step #21

The user, the action and the date/time is tracked and recorded here.

Step #22

Click on the blank space to go back to the report.