Estimates Process Overview

Order Estimate Creation

The Supplier Account creates an Order Estimate Purchase Order by selecting a Customer. Users can add Catalog Listings (synced to the latest prices) or custom items to the Order. After finalizing the Order Estimate, the Customer Account receives an email notification of a new Estimate Purchase Order. Once accepted, the Order Estimate flows into the Purchase Order process.

Supplier Creates Order Estimatechevron-rightReview Order Estimatechevron-rightCustomer Approves Estimate Purchase Orderchevron-right

Last updated