Edit XSite Orders

 
     

Using the same tool your XSite provides to help you create new orders, you can easily edit any existing order in your site.  To edit an existing order in your XSite…

  1. From your XSite’s order manager, double-click any order in the list to access details and make changes to it. 
  2. At the top of the Order Details pane there are a number of options for working with your orders.  Click the option to perform the desired action on the selected order.  Options include:
    • Status - Depending on the current status of the order, you have different options when you click this button.  For example, if an inspection hasn’t been scheduled, it defaults to that status item.
    • Edit – Use this button to edit the original order form.
    • Message - This option sends the client an e-mail and logs the communication permanently with the order.
    • Attach – Use this tool to upload documents or use the DirectFax feature that digitizes things you fax to your website
    • Print – This button generates a hard copy of the order details.
    • Billing - This allows you to generate invoices from the information contained in your XSite order.  In addition, you can also use this to quickly take credit card payments for the active order.
    • Delete - This naturally takes an order out of your active list.  You may want to use Delete on test and sample orders so they don’t affect your statistics and reporting.

    OrderToolbar


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