quote – Blackinton https://help.blackinton.com Help Center Thu, 08 Feb 2024 16:58:37 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.13 2) Quoting on the Web Wizard https://help.blackinton.com/quoting-on-the-web-wizard/ Thu, 08 Feb 2024 16:22:49 +0000 https://help.blackinton.com/?p=411

A short video to demonstrate how you can create a quote for your customer, and once approved, easily turn it into an order.

]]> How Do I Turn A Quote Into An Order? https://help.blackinton.com/how-do-i-turn-a-quote-into-an-order/ Tue, 19 Feb 2019 13:15:02 +0000 https://help.blackinton.com/?p=234 TURNING A QUOTE INTO AN ORDER 
This is a very easy and powerful task.  Follow the steps below.

  1. Go to the Quote Dashboard and find the quote you would like to convert to an order
  2. Under action choose Order, a window will pop up asking if it is ok to convert the quote to an order, click OK
  3. Your quote number (W700…) becomes your order number
  4. 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
]]>