Assign Orders to Groups

The Assign Orders to Groups screen guides you through the process of assigning orders to groups. The process is divided into 3 steps (which you can follow from the timeline on the top of the Assign Orders to Groups screen):

Use the screen to assign orders to a selected group. You can also assign multiple orders (products) to multiple groups

1. Select Groups

   Select a group from your account by selecting the check boxes next to the Group Name. The number of users assigned to each group is displayed in the Assigned Users column. You may filter, sort, and re-categorize the user list.

   Click Assign Orders to Groups from the Action Bar under the Orders tab.

   Follow the steps in the timeline at the top of the screen to complete the process.

2. Select Orders

   Select the check box(es) next to the orders that you want to work with on the Assign Orders screen. You can filter the orders as per your requirement.

   Click Next to proceed to the next step.

3. Assign Orders

   Assign orders to your groups. You will only see the grid containing the groups and the orders selected in the previous two steps. The Group Names appear in the first column, and individual products appear in the columns across the screen.

   Select the check box for each order you want to assign. Each order header will display the number of remaining users you can assign to it. If you assign an order over the amount of remaining users, the heading will display with a red background and you will receive a message when you attempt to move to the next step. You must correct these assignments before continuing. If you are assigning orders to multiple groups, select the order assignment check box under the product name to assign it to each group individually or the Order category check box (in the column header) to assign to all groups in the displayed list.

   Click Next to the final step.
   

   You can choose to display the product heading to either be a Product Code, Product Name or Order Number.

   Click Done to assign orders.

Your orders have now been assigned to the designated groups.

Click Home to return to the Checkpoint User Administration Home screen.