- Click on the empty box under select client, outlet name, region etc
- A list will appear with all the items that you have added
- Scroll through the list to look for the item you want.
- Having found your item, click on the small grey tick which is at the far right on the item.The tick turns green once clicked.
- Click on the big green tick located at the bottom right of the page
- This will take you back to the workflow and now your fill box under client name/outlet name/region etc will be filled.
Below are step by step pictures illustrating the above procedure,
Below is a step by step video showing the above procedure: