View and Add Envelope Order Recommendations
This article provides steps to view and add envelope order recommendations.
A staff member can view and add envelope order recommendations.
Here are the steps:
1. In Envelopes, to view all orders, click on either View Orders or Orders.
2. Click on the specific order to open and view details.
3. Click on Renew with Changes.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11459/2201781/Renew_with_changes.jpg)
4. Click on View recommendations. Order recommendations are based off of the items in the order and similar orders.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11459/2201835/View_Recommendations.jpg)
5. Click on the Add button to add a recommendation to an order.
6. Click on the Add Items to Order button.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11459/2201899/Add_items_to_order.jpg)
6. Enter when the envelopes should appear in the sequence.
7. Click the minus icon to delete the change if desired.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11459/2210129/View_envelope_orders5.jpg)
8. Ensure the box is checked to Download pdf of change request.
9.Click Submit Changes to process.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11459/2201924/Submit_change_order.jpg)
Note* Once changes are added in, they can be viewed on the downloaded pdf of change requests.
Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when finished viewing.