How do I update an 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. Only the Supplier may make updates.

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 (Option 1)- Add New Order Item

How do I add a Pending Sales Order Item?

Section 3 (Option 2) - Update Order Item

How do I update a Pending Sales Order Item?

Section 3 (Option 3) - Delete Order Item

How do I delete a Pending Sales Order Item?

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. All updates are immediately available to Customers.