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, […]
Articles Tagged: create order
How do I Start an Order?
STARTING AN ORDER Start by Clicking Orders / New Order on the menu You will be brought to the New Order screen where you pick which customer this order is for. Enter your PO# (if you don’t have one the system will auto-generate a number) You can put in your customer’s PO if you’d like […]