Assumption
You’ve already created a quote for a customer
Instructions
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Click “Manage Quotes” tab on left side navigation
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Find order for your customer
You can enter customer name in “Ship To Search”
OR Filtering based on the upper right icon
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Hover over “Manage” button on order
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Click “Load”
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Click “Design” tab
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Edit your building
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Summary
This article covers how to edit a quote, to prevent losing time creating a new order.
Steps
Click on the Manage Quotes tab
Search for Quote
Hover over the Three Dot Icon on the order
Click Load
Click on the Design Stage of the order form
Make changes to the building
Click on Summary & Checkout to save your customer’s building
| Info |
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Note: Make sure to wait till the Assets save before closing out of the order form, otherwise the building configuration snapshots will not have updated |
Video Walkthrough
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