Q: What should I do before creating my first order?
ANS: Set up product catalog, configure payment methods, verify client information, understand discount/tax policies. 

Q: How can I make order creation faster?
ANS: Use product catalog, set standard terms, use drafts for complex orders, organize with sections.

Q: What if I make a mistake on an order?
ANS: Save as draft for corrections, edit before finalizing, add payment adjustments, document changes in notes.

Q: Why aren't my calculations adding up correctly?
ANS: Verify: product quantities/prices, discount amounts, shipping charges, tax rates. Formula: Subtotal - Discount + Shipping + Tax. 

Q: How can I avoid common order creation mistakes?
ANS: Verify client info first, double-check products/quantities, review calculations, use descriptive notes, save as draft when uncertain.

Q: What if I can't find a client in the dropdown?
ANS: Client may not exist in system, permission issues, or name spelling differences. Contact administrator.

Q: Can I see who has viewed or modified an order?
ANS: System tracks order history and agent info. Check with administrator about audit trail capabilities.

Q: What's the difference between Order Status and Payment Status?
ANS: Order Status: lifecycle tracking (Draft/Created/Processing). Payment Status: financial status (Paid/Unpaid). Independent of each other.

Q: What should I do before creating orders at month-end or year-end?
ANS: Finalize pending drafts, update payment records, review order dates for proper allocation, coordinate with accounting.

Q: How do I prepare for system updates or maintenance?
ANS: Complete pending orders, save drafts, note urgent orders, communicate timelines to clients, keep backup contacts.

Q: Can I duplicate or copy existing orders?
ANS: Not explicitly documented. Contact support about order duplication features for repeat clients.

Q: Can I search for specific orders quickly?
ANS: Yes, dashboard has filtering by Order ID, Client, Agent, Date, Payment Status, and Order Status.

Q: Is there a limit to how many products I can add to one order?
ANS: No specified limits. System handles complex orders with multiple products, sections, and custom items.

Q: Can I modify an order after it's been created?
ANS: Depends on order status and payment state. Use "Save as Draft" until certain. Contact support for finalized order modifications.

Q: How do I handle orders with complex pricing structures?
ANS: Use multiple line items, order-level discounts, individual shipping, tax calculations, custom products, and sections for organization.

Q: What if my client wants to change their order after I've created it?
ANS: Review order status, save modifications as new draft, document changes in notes, communicate via client notification.

Q: Can I track which team member created specific orders?
ANS: Yes, dashboard shows Agent information for each order, providing team accountability. 

Q: What's the best way to handle rush or priority orders?
ANS: Use descriptive order titles, add priority notes, set appropriate due dates, use client notifications for urgency.

Need Additional Help?
Contact OnBoardSoft Support:

• Website: www.OnBoardSoft.com
• Email: info@onboardsoft.com
• Phone: +1 (201) 254-7832