When exporting a quote to an order the quote must first be saved. Be sure to tap , and ensure that you are viewing, not editing the quote.
Tips:
- A quote can be exported more than once.
- If there is a credit card pre-authorization associated with the quote, then it will be captured during the export to an order.
- If the pre-authorization has expired you will be alerted and asked if you still want to continue the export to an order.
Video Tutorial
Assigned Order Number
When exporting, an option will come up allowing you to enter your own order number. Leave this blank to have the system auto-assign a number.
Ways to Export
Via the Quote Main Screen
Via the Customize PDF Screen
- Tap
in the header of Order Entry while viewing a quote
- From the Customize PDF screen tap
- Choose to export from the options that pop up
Via the Presentation Screen
- From either the quote main screen or the customize PDF screen tap
- From the Presentation screen tap
- Choose to export from the options that pop up