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Managing Quotes as a Company User

Company users can view all quotes prepared by sales reps for their assigned companies

To view the products within a quote, click the three dots, and select “View” from the drop down menu.

When you view the quote, you can continue to checkout by selecting the “Checkout” button at the bottom right corner.

You also have the option to directly convert a quote to an order by clicking the three dots, and selecting “Checkout” from the drop down menu.

Once the quote has been converted to an order, you will be redirected to the order detail page. Click on the three dots, and a new option in the drop down will appear: “View Order”.

Creation date: 9/18/2020 2:31 PM (andrew.abueg)      Updated: 9/18/2020 2:31 PM