Click "New Order" on the top righthand side

'Create A Quote' toggle will appear on the top right of the order, **do not turn it toggle it on yet**

Order Details
Create a Quote
CUSTOMER
Select...
Add new Customer
FOREMAN
PROJECT
Select...
DELIVERY ADDRESS
Manual
Self Pickup
SUPPLIER
Mo's Concrete
YARD
Select...
Include Yards Outside Geo Fence
PRODUCT CATEGORY

The quote function works in such a manner that a date and time needs to be entered first so fees and options can be populated

Note! The date and time selected won't be saved to the order. It can be decided later if the quote is accepted. Shown in steps 10-14

So continue the order as usual until you've selected a date and time

Once you have selected a date and time, go back up and toggle on the 'Create A Quote' button

Continue your order as you would and once you are done, you will be able to see the quote of the order at the bottom of the page

Click "Add Order" to save the quote and have it emailed to the customer

Now once you take a look at the order, you will see it is in the 'Quote' status

Click on the status to either cancel or accept the quote, in this example I will accept it

From here, you will be able to select the date and time you'd like to book the order for

You can click "Now" at the bottom of the dropdown to select the current time 

And now the order is no longer just a quote but a confirmed order!

Mikes Pooling
Mike Towns
INCOMING
Dashboard
miketowns@noemail.com
n/a

How To Create A Quote In The Dashboard