# 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="/files/DP09oRKDYJDethb9Godb" 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="/files/NUXxgeR7skfwARny2nMi" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/BC7kmddUVvw1NZD2dv9d" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/L7N9SUMILUsqsrDKu9Gx" alt=""><figcaption></figcaption></figure>

#### Section 3 - Add Listing Item

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

<figure><img src="/files/rFgcN19AQpSd3Q1meDwI" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Add Custom Item

Create items that are not part of a Catalog.

<figure><img src="/files/gaC0ast7crnGgo86aHGx" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Order Items Details

<figure><img src="/files/M2fjAkuHKmaEAnzbOWIc" alt=""><figcaption></figcaption></figure>

#### Section 4 - Notes

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

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/prSt4ZB3W5E0FTh3Wb2f" 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="/files/Cms9Ea0CvMZtD0JxRE1W" alt=""><figcaption></figcaption></figure>


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