Quotes/Orders
Create, edit, mange customer quotes and orders.
57 articles
- Adding To-Do's to a Quote or Order
- Change Price Action Button
- Customizing Your Open Orders Grid in Point of Sale
- Full Quote Walkthrough
- Intake Script Integration at Quote to Order Conversion
- Open Order Action Buttons
- Printing a Remittance Page using A4 Envelopes
- Scheduling an Order for Delivery
- Setting Up Bill To & Ship To for Multi-Unit Properties
- Using the Quote Report
- Adding an Alternate Sales Associate
- Adding and ESC to an Order
- Adding a Referral to a Quote or Order
- Adding/Editing a new Customer
- Adding Line Items to an Order
- Adding Products to Quotes
- Adding Rooms to Line Items on a Quote/Order
- Adding Sales Tags to a Line Item
- Allocating Inventory from an Order
- Bulk Editing Line Items on a Quote/Order
- Bulk Editing Serial Inventory
- Builder Source Added to Order Job Information
- Converting a Quote to an Order
- Copying a Quote
- Creating an Online Customer Account
- Creating New Quotes
- Credit Card Transactions: Offline vs. Live
- Deleting Line Items from Quotes/Orders
- Editing and Deleting Line Items on Quotes/Orders
- How to add Related Items
- How to look up Hard Allocated Orders with No Delivery Dates
- How to Merge Customers
- Importing Customer Data
- Line Item Action Buttons on Quotes
- Locating Existing Quotes and Orders
- Open Order Report
- Product Detail Action Button
- Quick Action Forecasting Button in Quotes/Orders
- Quick Swap Button in Quotes/Orders
- Related Items Action Button for Quotes and Orders
- Using the Split Line Quantity Action Button on an Order
- Utilizing the Related Items Tab
- Viewing Financed Orders from Open Orders
- Viewing History on Quotes/Orders
- Viewing Stock Status on a Line Item
- Daily Follow Up Sales Training
- ESC Action Button on a Quote/Order
- Managing Orders Past Their Delivery Dates
- Sales Order Action Item Button Overview
- New Job Status Field for Orders and Invoices
- New Location Column for Open Orders and Quotes
- Assigning a Main Salesperson to Customers in the System
- Set Up ACH Send for Payment
- Pairing a Bluetooth Scanner and Scanning Items
- Refund Credit Card Surcharges After Charging
- Enhanced Model Search Filtering
- PO Update Notifications for Watched Orders