Orders (in visit)
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
Orders are part of the visit workflow. Opening the order task creates a new order or resumes an existing one for that visit.
To create an order from a visit
Section titled “To create an order from a visit”- Open a visit.
- On the task list, tap the order task.
- Enter the requested details and tap Start Order.
Continue in Order capture for catalogue, cart, and confirmation steps.