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

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%2FPHyv5B3Rb0YxsqJob8su%2FScreen%20Shot%202024-12-19%20at%201.57.20%20PM.png?alt=media&#x26;token=46eaa6ed-d833-489f-abdf-32c44667931e" 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&#x26;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&#x26;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%2Fh5xHnlQIk773xy0q8ISC%2FScreen%20Shot%202024-12-19%20at%202.04.56%20PM.png?alt=media&#x26;token=d1a6130e-24bd-4bc4-9e76-030ca6b09119" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1)- Add New Order Item

{% content-ref url="how-do-i-add-a-pending-sales-order-item" %}
[how-do-i-add-a-pending-sales-order-item](https://docs.apptiflo.com/application-docs/sales-orders/how-do-i-add-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 2) - Update Order Item

{% content-ref url="how-do-i-update-a-pending-sales-order-item" %}
[how-do-i-update-a-pending-sales-order-item](https://docs.apptiflo.com/application-docs/sales-orders/how-do-i-update-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 3) - Delete Order Item

{% content-ref url="how-do-i-delete-a-pending-sales-order-item" %}
[how-do-i-delete-a-pending-sales-order-item](https://docs.apptiflo.com/application-docs/sales-orders/how-do-i-delete-a-pending-sales-order-item)
{% endcontent-ref %}

#### 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&#x26;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&#x26;token=b4f107a1-bd78-4ff9-ae80-81d485ef504b" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save**. All updates are immediately available to Customers.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FjwL8kGswfRvWf9kuHhty%2FScreen%20Shot%202024-12-19%20at%202.07.32%20PM.png?alt=media&#x26;token=37a2af7e-3e5a-4f51-a550-576320016666" alt=""><figcaption></figcaption></figure>
