> For the complete documentation index, see [llms.txt](https://docs.apptiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.apptiflo.com/application-docs/sales-orders/estimates-process-overview/supplier-creates-order-estimate.md). # Supplier Creates Order Estimate {% hint style="warning" %} **Edit and View** Sales Order access is required. {% endhint %} ### 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**.