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Now when all the prerequisites are done we can look at the order entry. Orders can be placed from the customer portal by the customer, from the back office view by administrators or from the advisor view by brokers/advisors, everything can also be managed via API.
The video below describes how to do this from the back office view by an administrator. There are several ways to do this from admin, by navigating to the instrument, navigating to the customer together with even more routes. This example describes the route where you navigate to the customer first.
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