How do I add an 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.