Quick Actions are shortcuts that let you perform common order tasks quickly without navigating multiple sections. They are designed to help you take action faster and manage orders more efficiently.
Available Quick Actions
These quick actions are available in the top header of the order page.
- Flag/Unflag an Order
- Update Order Status
- Copy Address
- Open the Address in Google Maps
- Print Order Details
- Upload Report
1. Flag / Unflag Order
Flagging helps mark orders that need attention, follow-up, or escalation. The Flag icon appears right beside the order number at the top of your order management page.
Click the Flag icon, enter an optional reason for flagging, and click Flag Order to mark the order as important.
The Flag icon will be coloured to highlight that the order is flagged.
To unflag an order, click the highlighted flag icon and confirm.
2. Update Order Status
You can quickly update the order’s status directly from the top using quick actions.
Click on the drop-down where your order status is displayed.
The drop-down displays the list of all available statuses with some commonly used statuses at the top. You can also search for a specific status within the list. Simply click on the status to update it instantly.
On a successful update, you will also see a message at the bottom of your screen indicating that the status was updated successfully.
3. Copy Address
With quick actions, you can quickly copy the property address with one click.
On top of the order page, right beside the property address, click on the copy icon.
This will instantly copy the full property address to your clipboard. You can go ahead and paste it into your reports.
4. Open Address in Google Maps
You can also open the property location directly in Google Maps with a single click.
Right beside the copy address icon on top is the maps icon. Click on the icon to instantly open the property address in Google Maps in a new tab.
5. Print Order Details
To generate a printer-friendly version of the order, click on the Print Button at the top right of the order page.
Select all the items that you want to include in the print and click See Preview.
This will generate a printer-friendly version of the order page and details.
6. Upload Report
You also upload reports instantly using quick actions.
From the top of the order page, click Upload Report.
This will take you to the report submission page, where you can upload and submit your reports.
This way, Quick Actions provide a fast and efficient way to take action on orders directly from the header.
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