Quotes/Orders
Create, edit, mange customer quotes and orders.
52 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