Supplier Creates Order Estimate

Edit and View Sales Order access is required.

Step 1

Navigate to Dashboard, select Sales Orders on the Side Navigation Menu.

Click Add Order Estimate.

Step 2 (Option 1) - Current Customer

Choose a Customer to start an Order Estimate.

Step 2 (Option 2) - New Customer

You can start an Order Estimate and add a new Customer in one step.

Step 3

Click Save.

A new Sales Order with status of Draft will be created. Click Edit.

Step 4

Update fields as needed.

Section 1 - Primary Details

• Accept by Date - Customer needs to accept Order Estimate by this date.

• Ship by Date - Order needs to ship by this date.

• Invoice Due Date - Invoice due date.

• Tax Rate - Tax rate.

• Discount - Click Check to apply promo code.

• Main Contact - Select contact from requesting Account.

Section 2 - Shipment Address

Section 3 - Order Items

Section 3 - Add Listing Item

Choose a Listing from Catalog and set Qty and Unit Price.

Section 3 - Add Custom Item

Create items that are not part of a Catalog.

Section 3 - Order Items Details

Section 4 - Notes

Add note as needed. Customer can also update this note.

Section 5 - Terms

View Customer's Terms and update your Terms as needed.

Step 5

Click Save or Submit to send to Customer and Order status updates to Estimate.