FB Online HelpUser GuideOrdersSelect, Add or Change Producer

Select, Add or Change Producer

When you are creating an Order,  one of two things happens regarding the Producer

  1. You locate an existing Producer by typing a few characters of their name,  address or phone numbers.   If one or more matches is found,  a blue list appears under your search.  Click the one you want. 

NOTE:  If you type a few characters and the panel appears to Add a customer,  and you want to try searching some other letters/numbers,  just click back into the Customer field and start over.   The panel will hide and wait for your new search.

2.   You have to add a new Customer because Step 1 did not show any matches and a blank panel appeared for you to enter their name, phone  etc.    Your search appears in the name field.

#1 Producer was found

#2 Producer not found

When you finish filling in the Producer information,  click "Save" and the panel will hide so you can continue creating your Order.

If the panel is hidden,  you can see it by clicking the eye  icon.