Quotes & Orders
Create, manage, and fulfil sales from quote to invoice.
My Quotes and My Orders
Overview and management of your quotes and orders in one place.
My Quotes PageView, search, and manage all your quotes.
My Orders PageStay on top of every sale with powerful filters, custom views, and real-time order tracking
Order Flow
Step-by-step guidance on how sales progress from start to end.
Create a QuoteCreate, customize, and finalize customer quotes
Order Status WorkflowTrack and manage every delivery step - from payment to doorstep
Quote Page Features
Explore the tools and actions available on the quote page.
Quote Page OverviewCreate, manage, and prepare customer quotes
The Select Action Menu GuideManage, customize, and take action on customer orders
Home Visits GuideBuild and manage customer home visits
Returns GuideManage and process customer returns quickly and accurately
Loaners GuideLoan out products, track inventory, and manage returns
Add-ons from QuotesEnhance every order with Installs, Protection Plans, and Haul Away services
Applying Coupons & RebatesOffer better deals and close sales faster with stacked promotions
Sending Invoice to CustomerEasily share individual or bulk invoices with customers
Quote Payments & RebatesAccept payments and apply rebates seamlessly at checkout
FAQ
Quick answers to common questions about working with quotes and orders.
How to View and Manage Delivery Photos on an OrderAccess pre- and post-installation photos captured by your delivery team
How to Manually Complete a DeliveryEnsure accurate delivery statuses and keep your orders up to date
How to Change a Model on an OrderUpdate an order’s model quickly when a SKU needs to be corrected
How to Complete a Pick Up OrderComplete in-store pickup orders from the POS
How to Fix the “ZIP Code Not Set Up for Delivery” WarningEnable delivery by adding customer ZIP codes to Delivery Zones and Pricing Zones
How to Reserve or Request Inventory from an OrderManage stock availability directly from your orders
How to Request Stock in Advance for an Existing OrderPlan inventory ahead of time and keep deliveries running smoothly