Add Order Page

Create a new notary order for your clients. ## Page Overview The Add Order page allows you to create new notary orders with all necessary details in one streamlined form. ## Main Sections ### 1. Basic Order Information - **Title**: Brief description of the service - **Description**: Detailed order notes - **Company Selection**: Choose existing or create new company ### 2. Fee Structure - **Fee Amount**: Standard notary fee - **Rush Fee**: Additional charge for expedited service - **Total**: Automatically calculated total amount ### 3. Scheduling - **Scheduled Date**: Appointment date and time - **Duration**: Estimated time needed - **Location**: Where the notarization will occur ### 4. Signer Information - **Main Signer**: Primary person signing - **Additional Signers**: Other signers if needed - **Contact Details**: Phone and email for communication ### 5. Location Details - **Address**: Service location - **Special Instructions**: Gate codes, parking info - **GPS Coordinates**: Auto-populated for mobile orders ## Quick Actions ### Company Management - **Search Companies**: Type to find existing companies - **Create New**: Add new company on the fly - **Use Defaults**: Company's standard fees and settings ### Mileage Calculator - **Calculate Distance**: From your office to service location - **Estimate Cost**: Travel fee calculation - **Save Details**: Store trip information ## Field Validation ### Required Fields These fields must be completed: - Company selection or new company name - Main signer first and last name - Main signer phone number - Fee amount - Service location ### Smart Features - **Auto-Save**: Form data saved as you type - **Duplication Check**: Warns about possible duplicates - **Default Values**: Company defaults auto-populate - **Address Validation**: Checks address format ## Creating vs Updating ### New Orders - Select "Create Order" from menu - All fields are blank - Must select or create company - Full validation before saving ### From Templates - Use previous orders as templates - Pre-filled common fields - Adjust as needed - Save time on repeat business ## Integration Points ### Company Information - **Existing Companies**: Search by name or email - **New Companies**: Quick create option - **Default Settings**: Auto-applied when selected - **Contact History**: Shows previous interactions ### Calendar Integration - **Availability Check**: Shows notary availability - **Scheduling**: Prevents double-booking - **Reminders**: Sets up notifications - **Sync**: Updates external calendars ### Payment Processing - **Fee Calculation**: Automatic total computation - **Payment Type**: Company's preferred method - **Invoicing**: Generates invoice automatically - **Commissions**: Calculates for assigned notary ## Best Practices ### Before Creating 1. **Search Existing**: Check for similar orders 2. **Verify Company**: Ensure correct client 3. **Confirm Details**: Double-check information 4. **Check Availability**: Notary schedule ### During Creation 1. **Save Often**: Prevent data loss 2. **Use Defaults**: Company settings save time 3. **Be Specific**: Clear descriptions help later 4. **Add Notes**: Special requirements ### After Creation 1. **Review**: Check all details 2. **Assign**: Choose appropriate notary 3. **Notify**: Send confirmation to client 4. **Schedule**: Set calendar appointments ## Common Workflows ### Standard Notarization 1. Select company 2. Enter signer info 3. Set appointment time 4. Add location 5. Calculate fees 6. Create order ### Mobile Notary 1. Calculate mileage 2. Add travel time 3. Include special instructions 4. Prepare mobile kit 5. Confirm directions ### Bulk Orders 1. Create template order 2. Duplicate for each client 3. Adjust signer information 4. Batch create appointments 5. Send confirmations ## Error Handling ### Validation Errors - **Missing Required**: Highlights required fields - **Invalid Format**: Shows format requirements - **Duplicate Warning**: Checks for similar orders - **Availability**: Scheduling conflicts ### System Errors - **Network Issues**: Auto-save protects data - **Server Errors**: Clear error messages - **Time Out**: Session extends automatically - **Data Loss**: Recovery options available ## Tips ### Efficiency - **Keyboard Navigation**: Tab between fields - **Quick Search**: Use company shortcuts - **Templates**: Save common configurations - **Bulk Actions**: Create multiple similar orders ### Accuracy - **Verify Information**: Double-check entries - **Use Lookup**: Search for existing data - **Validate**: Review before submission - **Confirm**: Send summaries to client