Click on the ⚙️ at the top right corner, then click on Clients under Orders.
To invite a new order client click on the green button + Add client, fill in the form and press Add at the very bottom in the sidebar.
Fields in the form:
- Supplier name: Your company name.
- Company name: Order client's name.
- Send invite to: Email address used to send the invitation.
- Order form: A list of forms the order client has access to.
- Fields from shift: Here you can choose which customer or task will be scheduled when this particular order client places an order.