# Processes

## 1. Add the process.

To add a process, please follow these steps: 

**Step 1**: Click **"Add process"** -> Form to add process is displayed 

**Step 2**: Enter information into the form including the following steps: Enter fields, turn ON/OFF features Add or remove process steps Select process cost (See process cost setup guide: **HERE)** 

**Step 3**: Click "Save"

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-Ml8TWwTPmKvwTPzMEdU%2F-Ml8YOqm9qVgCn1or0Fi%2Fimage.png?alt=media\&token=266edc70-a65f-4a22-9409-10c975649850)

## 2. Edit or Delete the process.

* **Edit:** Click Button **More** ![](https://lh5.googleusercontent.com/0YJkCQ-HbRFjdZ1nel424syEsMkKKmsKE19WWqMBA7dQ9KWGg7i8tdqFvZ6oOyMOVA8aqcBP2OujTQkpCpIW9Sd2KyxLnGXrM1odilRv4-hdPHB2v0kxyeUxQkOZjYRa20LBv0Ba=s0)**>** Click **Edit Process >>** Change the information needed **>** Click **Update/ Cancel** to finish.
* **Delete:** Click Button **More** ![](https://lh5.googleusercontent.com/0YJkCQ-HbRFjdZ1nel424syEsMkKKmsKE19WWqMBA7dQ9KWGg7i8tdqFvZ6oOyMOVA8aqcBP2OujTQkpCpIW9Sd2KyxLnGXrM1odilRv4-hdPHB2v0kxyeUxQkOZjYRa20LBv0Ba=s0) **>** Click **Delete Process >>** Select **Agree** to delete or **Dismiss** to cancel.

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-Ml8Yap7BhoxuyJm1ufm%2F-Ml8ZUPkja-I7D54KXsd%2Fimage.png?alt=media\&token=104c3530-ff2a-4314-8749-d2d34679607d)

## 3. Export Excel file.

Click Button **More** ![](https://lh5.googleusercontent.com/0YJkCQ-HbRFjdZ1nel424syEsMkKKmsKE19WWqMBA7dQ9KWGg7i8tdqFvZ6oOyMOVA8aqcBP2OujTQkpCpIW9Sd2KyxLnGXrM1odilRv4-hdPHB2v0kxyeUxQkOZjYRa20LBv0Ba=s0)**>** Click **Export excel** 

![](https://2334931292-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MizURmXnwlpLX8GtVo_%2F-Ml8Zc99ah71MN1DeAe4%2F-Ml8_BTc5LaCL7Yu7mD2%2Fimage.png?alt=media\&token=15353c38-b8b6-49ab-b724-d9ae0089f14b)