Difference between revisions of "Finalize Quote Screen"
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Latest revision as of 19:55, 8 July 2009
This screen allows you to finalize your quote, which means setting the product ID and the options for all the items before creating an order. Before a quote can be converted to an order, all of its items must have a product ID. You would also need to decide on one of the many possible quantity and price options for each quote item. On this screen, the quote item would be in red until it has been properly set up.
Once all the quote items have been properly set up, a button for [Create Order] which show up at the bottom of your screen. You can click on this button to start an order with the quote.
After the quote has been converted to an order, its status will change to "Ordered."
