Account Packages are configured in Account / Profile / Packages.
Overview
This screen allows you to view, draft and complete sales orders. Orders contain a collection of account-packages which can be billed and invoiced. Orders can be created in the LogiSense Billing AdminPortal or populated in another application and pushed down to an account in LogiSense Billing (for instance, an order can be setup in Salesforce and sent to the LogiSense Billing application to be completed).
This article and the guides under it will cover the options available on the order screen and how to draft and complete orders.
Orders Panel
The Orders panel towards the left of this screen allows you to select existing orders present on the account so that you can view or edit the order settings on the Order Detail panel on the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
|---|---|
 | Allows you to edit the selected order details |
 | Completes the order, adding the account-packages under the order to the account |
 | Deletes the selected order |
 | Adds a new draft order to the account |
Order Detail Panel
The information in this panel reflects the currently selected order. From here you can change order details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
Order Detail Fields and Options:
xxx: xxx
xxxxx tab
S
xxxxx tab
This tab allows you to xxxx
B