Note
If you're using starting blocks, refer to Initiating a New Order with Starting Blocks.
Click NEW in the Application menu, fill in the basic Order information and click SAVE.
On the Order Details page, click an Action icon to perform a specific action (add or modify an item). Below shows adding a feature. The right panel lets you choose to add at the account- or service-level and search for a specific group of items (below shows searching on minutes).
On selecting an item, details are shown in the right panel. Click Add to Order when you're ready.
Once added, clicking the item in the left panel shows details in the right panel with options to edit or delete..
When you're finished assembling, click Review. This displays the Order Summary page where you can review and then submit the Order.The BILLING tab shows you:
A simple order summary statement - in the above example, Adding five features.
Separate sums for billing recurring and one-time (non-recurring) charges.
A simple summary of the total (sum of recurring and on-time charges) and the resulting Increase/Decrease on the next invoice; for example: The next invoice will include an estimated amount of 10.00
The WORKFLOW tab shows workflows related to the order.
Click Submit Order when you're ready.
This shows a final review of the order.
