Summary

This article covers how to edit a quote, to prevent losing time creating a new order.

Steps

  1. Click on the Manage Quotes tab

  2. Search for Quote

  3. Hover over the Three Dot Icon on the order

    Screenshot 2024-07-17 at 9.10.45 AM.png

  4. Click Load

    Screenshot 2024-07-17 at 9.10.07 AM.png

  5. Click on the Design Stage of the order form

    Screenshot 2024-07-17 at 9.13.48 AM.png

  6. Make changes to the building

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

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

How to edit an order.mov