Create Orders / Quotes

To create an order or a quote, you must first save one or more items by clicking the "Save" button when ready. You will be redirected to the "New Document" page where the items are saved until posted or deleted.

You can now select a saved account or enter the customer's information manually and click the "Post as a quote" or "Post as an order" button.

Once posted, the status page is displayed including the buttons to view and print the desired PDF documents if needed. You may also update the document status and add comments later if needed.

Posted documents may be viewed at anytime by clicking "Documents" in the top menu.