> 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/how-do-i-update-a-draft-order-estimate.md).

# How do I update a Draft 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.

An Order Estimate is a Sales Order in **Draft** or **Estimate** status. Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FVYvMlpySTb9E3A46AIxd%2FScreen%20Shot%202024-12-19%20at%209.58.10%20AM.png?alt=media&amp;token=5ef81f92-9d8e-4f4e-bee0-2b494c7cfeea" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed.&#x20;

#### 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.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FPkF9W6ddaFaaZ52mc2gu%2FScreen%20Shot%202024-12-19%20at%209.59.35%20AM.png?alt=media&amp;token=1a7a3aa1-5d97-4e18-aa84-49759f9cb265" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FbwNteMsTPP5kFhkTCmz7%2FScreen%20Shot%202024-12-19%20at%2010.10.22%20AM.png?alt=media&amp;token=d18d7ae2-fd8d-4369-b061-10642b46fe55" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2F4tOAhbzi4aS8hnjTLqU9%2FScreen%20Shot%202024-12-12%20at%206.03.25%20PM.png?alt=media&amp;token=153054a8-f8ed-4459-a3f3-0c7a4e4600f4" alt=""><figcaption></figcaption></figure>

#### Section 3 - Add Listing Item

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

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FBBLMzekHQqvbKKnqyCD0%2FScreen%20Shot%202024-12-19%20at%2010.12.35%20AM.png?alt=media&amp;token=8b866da1-23c1-42ba-937b-5a3cdb03d429" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Add Custom Item

Create items that are not part of a Catalog.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2F6pX66CrArhfQrWwfxjq7%2FScreen%20Shot%202024-12-19%20at%2010.40.36%20AM.png?alt=media&amp;token=d9de1a4d-dab0-40ad-97b7-e0568d578efe" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Order Items Details

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2F9W0GhAeLYhyar83CoNqY%2FScreen%20Shot%202024-12-19%20at%201.22.09%20PM.png?alt=media&amp;token=df849a4c-c23b-4559-8615-90cfba4eb5af" alt=""><figcaption></figcaption></figure>

#### Section 4 - Notes

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

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2Fv9HtZDqdeoUa8rq2LhfK%2FScreen%20Shot%202024-12-16%20at%2010.22.23%20AM.png?alt=media&amp;token=b15f02d7-b29e-4e60-b593-7274ec0255dd" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FNmHydayUGZlPgjEzHcBr%2FScreen%20Shot%202024-12-19%20at%201.49.11%20PM.png?alt=media&amp;token=b4f107a1-bd78-4ff9-ae80-81d485ef504b" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save** or <mark style="color:blue;">**Submit**</mark> to send to Customer and Order status updates to **Estimate**.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FjQaYHf26Tdf8pagx8xqZ%2FScreen%20Shot%202024-12-19%20at%201.51.08%20PM.png?alt=media&amp;token=2119e64d-3cd2-460e-8e03-70ffd22afa3d" alt=""><figcaption></figcaption></figure>
