View Order Items Summary

View Order Items Summary

Last updated February 2, 2023

The following steps explain how to view an order item summary.

1. Login to Carter CRM using your username and password.
2. Navigate to My Work Day through the menu on the left of the screen.
   
3. To view items click on an order.
   
4. Navigate to the Items tab.

   

5. Order items are displayed in the window below. Click on the order item for the item information.
   

6. The item information including name, description, and quantity will be displayed. 
   Only users with appropriate account permissions may view an order item summary. If you are unable to complete this function please contact your Account Manager or Administrator.

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Still have questions? Please contact Carter Customer Support for further assistance.