Pre-Order Check

The following steps explain how to complete the pre-order check when creating an order.

1. Login to Carter using your login credentials.

   

   
   

2. Navigate to the Orders tab.

   

   
   

3. Select an order and navigate to the Pre-Order Check tab.

   
   

4. Select a contact with which the order is confirmed and indicate if the items have been pulled, if the workspace is ready for the technician, and the assembly location.

   

   
   

5. Click Save.

   
   

Still have questions? Contact Carter Customer Support at support@cartercrm.com for further assistance.