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Add, Edit, or Approve a Unit Order

This article covers how a Council leader can add, edit, and approve Unit Orders.

Written by Rachelle C

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

Getting There

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.

Create a Unit Order

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.

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

Edit a Unit Order

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.

Approve a Unit Order

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

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