Navigating to the Orders Module

• Once logged in, explore the different modules presented in the upper bar of your screen.
• Click on "Orders" to access the Orders Module and gain insights into your transactions.

Orders Module Features

• In the Orders Module, you have a comprehensive view of various aspects of your business, including orders, quotes, subscriptions, work orders, and tax information.
• Toggle between different sections such as Quotes, Subscriptions, and Work Orders to access specific data sets.
  

Orders Overview

• Customize your view within the Orders Module to suit your preferences and workflow requirements.
• Tailor the display columns by clicking on the three bars next to "Orders," selecting desired columns, and saving changes.
  

Efficient Filtering and Searching

• Refine your view by utilizing robust filtering options available within the Orders Module.
• Explore numerous categories to filter orders and select options that align with your search criteria.
• Utilize the "Find" bar to search for specific orders based on order numbers or relevant details.

Additional Order Management Actions

• Create new orders directly from the Orders Module to streamline the ordering process.
• Seamlessly import orders into the system to maintain an up-to-date record of transactions.
• Download comprehensive order information for further analysis or record-keeping purposes.
  

Empower your order management process by leveraging the capabilities offered within the Orders Module of your Inxeption Ledger. Whether customizing views, filtering orders, or executing specific actions, these features are designed to enhance efficiency and productivity.

Need Further Assistance? If you encounter any challenges during the setup or have questions, our support team is here to help. Reach out to support@inxeption.com for prompt assistance.