Accepting an order from your Customer

Created by Jenna Watson, Modified on Fri, 14 Jul 2023 at 01:50 PM by Lachlan Robbie

When a customer sends you an order on Docketbook you will need to "Review and Accept" it before dockets can be created for it.

 


Note that the order comes through with a "Description" detail per line item. This is a description of the requested item that the customer has entered.


You need to select the resource from your Docketbook resource list that matches the description requested from the customer. This process is described below.


 


Under "Orders" in Docketbook, any order with a "Review" status has been sent to you from a customer


  • Click on the order you want to review 
  • Once you've opened the order, click on "Review and Accept"


  


If you have more than one docket template, you will be asked to select the template this order should use 


  1. Next, you need to click "Select Resource" to select the billable item that matches the description. If you haven't loaded resources in your company yet, click "Select" and then click the "New Resource" button
  2. Select the matching resource 
  3. Once you have linked each "Description" to your selected resource, click on "Accept Order"
  4. The order status will change to "Accepted", and dockets can now be created for this order


 


 

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