How Do I Turn A Quote Into An Order?

Sharyn Dunn — Tue, 19 Feb 2019 13:15:02 +0000

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
1. Click finalize
2. Pick shipping location
3. Click continue
4. Click submit

How do I Start an Order?

Sharyn Dunn — Thu, 01 Nov 2018 12:24:09 +0000

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 or skip it
You can name your order: i.e., 2017 recruits
- You can search all aspects of an order so naming will help find it at a later time
If the order is not a customer order; i.e., you are purchasing stock for your store click NO next to is this a customer order and you will bypass having to pick a customer
Search for your customer under Choose Customer by starting to type your customers name, the system will search while you type, then click on the customer address box to select
Once on the product page search for the item you would like to purchase
- You can search by style number or key word – please note Blackinton Style numbers syntax are typically
- LetterNumber-Letter; i.e., B736 or B736-R There is not dash between the first letter and number
Configure your product and add it to order