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Assumption

  • You’ve already created a quote for a customer

Instructions

  1. Click “Manage Quotes” tab on left side navigation

  2. Find order for your customer

    1. You can enter customer name in “Ship To Search”

    2. OR Filtering based on the upper right icon

  3. Hover over “Manage” button on order

  4. Click “Load”

  5. Click “Design” tab

  6. Edit your building

  7. Click “Summary & Checkout” to save your customer’s building

Video Walkthrough

How to edit an order.mov
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