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      • PO Process Overview
        • Customer creates PO
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      • How do I approve/decline an Estimate Purchase Order?
    • Bills
      • How do I add a payment for an Open Bill?
      • How do I update a payment for an Open Bill?
    • Sales Orders
      • Estimates Process Overview
        • Supplier Creates Order Estimate
        • Review Order Estimate
        • Customer Approves Estimate Purchase Order
      • How can I see if a Sales Order have been processed with a Build Order?
      • How do I add an Order Estimate?
      • How do I update a Draft Order Estimate?
      • How do I update an Order Estimate?
      • How do I delete a Draft Order Estimate?
      • How do I update a Pending Sales Order?
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      • How do I set the Shipped Qty of a Confirmed Sales Order Item?
      • How do I reconcile the Received Qty of a Received Sales Order Item?
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        • Create Invoice
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      • How do I add an Invoice?
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      • How do I add an Invoice Item?
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      • How do I add a Build Order?
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      • How do I add a Sales Order Build Item?
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      • How do I update my User Profile and Profile Pic?
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      • How do I disable Two-Factor Authentication (2FA)?
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      • How do I update Account Profile and Account logo?
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    • Users
      • How do I add a User?
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    • Budgets
      • How do I add a Budget?
      • How do I update a Budget?
      • How do I delete a Budget?
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  • Step 1
  • Step 2 (Option 1) - Current Customer
  • Step 2 (Option 2) - New Customer
  • Step 3

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  1. Application Docs
  2. Sales Orders

How do I add an Order Estimate?

PreviousHow can I see if a Sales Order have been processed with a Build Order?NextHow do I update a Draft Order Estimate?

Last updated 5 months ago

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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.