Viewing an Order in BSS

Once you have completed the creation of a new order in BSS by submitting saving it, you are automatically redirected to the view page of that order.

You can also navigate to the BSS > Sales > Orders to land on the Orders List so that you can search and find the respective order.

The Order view page has multiple elements that allow you to interact, edit, and add new items to that order. Let’s analyze each one of those elements below.

Interacting with the Shortcuts Menu

Inside the Order view page, you can find the Shortcuts menu of the order located on the left-hand side of the screen.

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From the Shortcuts menu, you can execute a submitted order, by clicking on the respective button. You are also offered several other options relating to that order such as copying it, assigning it to an Asset or a Subscription, while you can also print it out, and more.

Interacting with the Main Menu

Inside the Order view page, you can also find the main menu of the Order which contains a lot of useful functionalities such as editing, sharing, and deleting it.

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ℹ️ By choosing to edit the Order, you will come across the same fields that you have previously filled in during the creation of that Order.

Interacting with the Total Column

Inside the Order view page, resides a column called the Totals column, where you can view the analysis of the cost, the profit, the discount, the tax, the monthly run rate, and the final price of that order. These amounts and percentages are based on the currency of the organization and are calculated based on the order items (products & add-ons) and their quantities as well as on the selected price list (when applicable), the manually assigned discounts (when applicable), and the Billing Plan (Monthly or Annual or Triennial payments).

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Viewing the Two Distinct Order Tabs