Routing an Order to a Workflow
There are two methods for routing an order to a workflow.
- Route an order manually
- Create a rule to route orders automatically
Learn more in the sections below.
Route an order manually
To route an order manually to a specific workflow, click the Make a Decision button at the top of the Order Detail page. Follow the steps below.
Step 1 — Click the Make a Decision button and choose Workflow in the popup.
Step 2 — Choose the Workflow to which you want to route the order.
Step 3 — Click the Move Order To Workflow Button.
NOTE: The order will move out of the current workflow and appear in the new workflow.