Managing Your Orders
Learn how to create and manage orders
12 articles
- Creating An OrderHow to manually create an order in the dashboard
- Reassigning An OrderHow to reassign an order from one team member to another.
- Using Internal Order NotesInternal notes are an easier way to communicate with your team
- Print or Download an OrderHow to print or save a PDF copy of an order in Boatyard
- Orders with Custom FormsManaging orders with services that use forms
- Approving Line ItemsLearn about how line items on an order are approved or unapproved
- Transferring Line ItemsLearn how to transfer line items to a new order
- Saving a Line Item as a Canned ServiceHow to save a line item as a canned service
- AI Order SummaryLearn how our AI Order Summary can help you stay up to date
- Canned OrdersLearn how to use the template canned orders in Boatyard
- Troubleshooting Common IssuesTroubleshooting guide for common issues.
- Using Bulk Actions in Orders and JobsLearn how to use bulk actions on orders and jobs