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Creating a new order

How to create a manual order in Globus

Pål Torgersen avatar
Written by Pål Torgersen
Updated over 2 years ago

The most common way orders are generated in Globus is through email parsing or an integration with an existing system. However you can manually add orders through the orders page.

Creating a new order

  1. Start by clicking on the create new order

2. The create order page will open. Based on the order you want to create, start by choosing the relevant customer, department, location and role from the drop down menu.

Dependent on your integration, fields may auto-populate after you select a customer.

3. If you need to create a new customer, department, location or role – simply start typing the name and click create.

4. This field will then be added to your dropdown. Required fields will be highlighted in red if any information is missing.

Important: If you have an integration towards an ATS-system, do not use this create setting.

Choosing shifts or periods

Once you've created your order details, you can decide if you want to create an order based on specific shifts or periods.

  1. The shifts option is selected by default. When working with shifts, just select the times and date range required.

2. Edit the time of your shifts by clicking on the clock icon, or type in the hours and minutes using your keyboard.

Important: Shifts have to be added based on start/end times.

3. In the case of the period selection, select the period relevant for your order. Select the start date and end date from the calendar. You can choose all weeks for the order or just a select few weeks.

Find out more about using periods HERE.

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