Save Order As a Quote

Follow the steps below to save an order as quote for a customer. This step saves the order into the customer's order history, which can later be reactivated. Click here to learn how to retrieve a quote from the customer's order history.

Step	Action
1	Complete the steps for creating an order.
2	After selecting a Shipping Method and before clicking on the Payments title bar, click on the Make Quote to save the information for future payment.
3	The system prompts you to confirm the quote. Click OK.
4	The following message displays. The quote is now available for retrieval from the customer's order history. Note: If you want to have the ability to email the quote to the customer, you can create an SOI Email Quote template in the Email & Documents Template Manager.

Retrieve an Order Quote

Order quotes are saved to the customer's order history, which is accessed from the Search Results list.

Step	Action
1	Click on the Customer Information title bar to search for the customer. Enter the search criteria (quote ID or customer name) in the fields provided and click on the button.
2	The Search Results list displays the matching names. Locate teh desired customer and click on the Orders link for that customer
3	The Order history tabs display. Click on the Quotes tab.
4	Locate the desired quote and click on the email address assigned to it. This activates the quote as an order.
5	The product details are listed. Click on the Recreate Quote as New Order to process the order.
6	The following warning displays, click OK.
7	Click on the Payments title bar to begin the payment process.