Confirm an order when the customer and work information is ready.
Review the order
Open Orders and select the order.
Check that a customer is selected.
Check the department when your company requires one on confirmed orders.
Review the jobs, dates, employees, resources, and order lines.
Check the customer or contact email when you want to send a confirmation.
Confirm the order
Select Confirm manually.
Select Confirm to change the order status without preparing an email.
Or select Confirm and order send confirmation to confirm and open the email composer.
When the composer opens, review the recipients, subject, and message before sending.
Confirming changes the order state. The confirmation option does not send until the email composer is submitted.
Confirm manually is unavailable
Add the customer and any department required by company settings. The button is only shown while the order is still eligible for confirmation.