This page lists all orders. Click ‘Create Order’ to place an order through ProductSage or Create an Outside Work Order.

For ProductSage orders:

• Click ‘Order Form’ to review, edit, and confirm order items
• Each new ProductSage order includes, by default, all available items.
• Delete items you do not want
• Edit quantity for items you do want
• Change status to ‘Confirmed’ when you are done editing an item
• When all items Status = “Confirmed”, order status will change to ‘Confirmed’
• When order status is ‘Confirmed’ edit Order to choose payment method
• Click Pay link to pay
• When payment is confirmed, order status will change to ‘Paid’
• If an order item includes resource hours, and activity is logged through ProductSage, remaining hours can be seen from order details page

For Outside Work Orders

• Click ‘create order’ and check ‘Outside Work Order’ to create a work order
• Create a work order item for each resource you want to track
• When activity is logged through ProductSage, remaining hours can be seen from order details page