How do I update a Draft Order Estimate?
Edit and View Sales Order access is required.
Step 1
Navigate to Dashboard, select Sales Orders on the Side Navigation Menu.
An Order Estimate is a Sales Order in Draft or Estimate status. Click Edit.

Step 2
Update fields as needed.
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.

Section 2 - Shipment Address

Section 3 - Order Items

Section 3 - Add Listing Item
Choose a Listing from Catalog and set Qty and Unit Price.

Section 3 - Add Custom Item
Create items that are not part of a Catalog.

Section 3 - Order Items Details

Section 4 - Notes
Add note as needed. Customer can also update this note.

Section 5 - Terms
View Customer's Terms and update your Terms as needed.

Step 3
Click Save or Submit to send to Customer and Order status updates to Estimate.

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