We are excited to introduce a way to customize your order creation form where you can hide unnecessary fields and simplify it. This will help your team to focus only on the necessary fields for your business and create orders faster.
How to Manage Fields
Visit the Manage Order Fields tab on the left menu OR click on Manage Fields link within the New Order / Edit Order screens.
Open the section that you wish to customize and (un)check the fields that you wish to be (in)visible.
Save and Create/Edit any order to view the changes.
Please note that only users with Admin user permissions have the ability to manage fields by default. If you wish to enable it for other user roles, please contact your Customer Success Manager or our Support Team via the chat icon in the lower right hand corner of the screen.
We love feedback! As always, please let us know if you have any questions or suggestions about ways to improve your workflow! 👋