To Navigate to Quote Edit:

Step      Action

  1.        Select {Quotes/Orders}. The page will open on the Quotes/Orders tab. 

  2.        Use search filters to locate the desired quote.

  3.        Select the Order# to open the Quote view page. 


The Quote Edit modal can be opened by hovering mouse over Actions menu and selecting {Edit} from the drop-down.


Adding Quote Locations

Default Billing Location

Step     Action

  1.       From the Quote edit modal, select {Locations} on the right-hand side to auto scroll to Locations section. 

  2.       Complete fields.  

Field
Description
Saved Locations

The drop-down options available will depend on the addresses on file for the customer.

If a saved location is selected from the drop-down, all the other fields will pre-fill with the saved location's information.

Address Name
Enter Address Name.
Address
Enter street Address.
City
Enter City.
Region

Select a Region from the drop-down menu.
Note: These options can be modified. (See Locations-Regions )
Country

Select a Country from the drop-down menu.
Note: These options can be modified. (See Locations-Country)
Zip/Postal Code
Enter Zip/Postal Code.

 

  3.      Select {Save}. A results window will pop-up to indicate the location section saved.
 

Default Shipping

The Default Shipping address can be entered just below the Default Billing address. The steps for completing the address fields are the same as those for Default Billing.  It can also be set to Same as Billing address by checking the box to the right of Default Shipping.


Editing or Deleting Quote Locations

Step     Action

  1.       From the Quote edit modal, select {Locations} on the right-hand side of screen to 

            auto scroll to Locations section.

  2.       Make required changes to desired address or remove all information under an address section to delete it.

  3.       Select {Save}. A results window will pop-up to indicate the location section saved.