# How do I add an Order Estimate?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Order Estimate**</mark>.&#x20;

<figure><img src="/files/v83gMNnsK3a6vDkunnJa" alt=""><figcaption></figcaption></figure>

### Step 2 (Option 1) - Current Customer

Choose a Customer to start an Order Estimate.

<figure><img src="/files/ZlC9NT9LH0J7vo1Jj6Te" alt="" width="563"><figcaption></figcaption></figure>

### Step 2 (Option 2) - New Customer

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

<figure><img src="/files/8nMHHERnytTGYnkf8ECT" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click <mark style="color:blue;">**Save**</mark>.


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