How to add a checklist to a Sales Order

In this article we will take you through step by step how to create a check list for a specific products you have already set up.

Step 1 – locate the product categories

 Firstly you will require to have access to the settings tab, this is permissioned based.  If you do not have access please contact your Layer administrator.

Select Settings at the top of your screen as indicated below.

Select ‘Product Categories’ in the Inventory Settings.