TURNING A QUOTE INTO AN ORDER
This is a very easy and powerful task. Follow the steps below.
- Go to the Quote Dashboard and find the quote you would like to convert to an order
- Under action choose Order, a window will pop up asking if it is ok to convert the quote to an order, click OK
- Your quote number (W700…) becomes your order number
- On order review page you can make any changes you may need and proceed to process order
- Click finalize
- Pick shipping location
- Click continue
- Click submit