CFI PORTAL RESOURCE GUIDE

ORDER TYPES

Before determining which action to take on an order, confirm that the order type is a “Retail Order.” Retail Orders are the only orders you will take action on. If there are any Add-On orders related to your Retail Order, they will be listed by “Related Retail Orders.” If this is the case, when you create a change order, all line items listed on the Add-On order(s) will need to be added to the Retail Order. You will not take any action on the Add-On order(s).

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