Add, Edit, or Approve a Unit Order

Council leaders can create new unit orders, edit existing ones, and approve unit orders from the Orders page in the Council Portal.

In the left navigation, select Orders under Ordering and Inventory. From the Orders page, select Review Unit Orders at the top right.

The Unit Orders page displays all unit orders for the campaign. You can filter by district or delivery using the dropdowns at the top, or search by unit, district, order type, or delivery name.

Select Create Unit Order in the top right. Choose the Delivery, District, and Unit from the dropdowns, then select Create. The order will appear in the unit order list as a draft. Only one order can exist for a Unit per delivery, so if the order already exists, see Edit a Unit Order below.

To add products to the order, select it from the list to open the order detail view, then follow the steps under Edit a Unit Order below.

Select an order from the list to open the order detail view. From there, you can adjust product quantities using the + and - controls for each item. Click Submit or Save as Draft.

Orders that are ready for approval will show an Approve button in the Actions column. Select Approve to approve the order directly from the list.

If an order needs to be modified after approval, use a Post Order Adjustment.