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These pages display lists of your orders and quotes allowing you to view, print, and modify them as applicable. Actions available in the main order and quote manager pages include:
- Order Manager
- Mark pending and shipped orders as received
- Delete open orders
- Quote Manager
View, Save, Print, or Edit Order and Quote Details
By clicking on the number or date of any order or quote, you can open it for viewing and printing. You can also make changes and save depending on current status:
- Open Orders or Quotes
You can change and remove products, and edit the PO or RFQ number and comments. You can then save and close the order or quote and come back to it later, delete it, or submit it to Northbest for processing.
- Pending Orders or Quotes
Pending orders can be viewed, printed, or marked as Received. Pending quotes can only be viewed or printed.
- Shipped Orders
You can view, print, or mark as Received.
- Cancelled or Completed Orders
You can view and print these only.
- Completed Quotes
You can do several things with a completed quote:
- View, Print, and Delete
- Modify product quantities and save - this will give you an updated total
- Make an order - all items from the quote, including prices, will be transferred to the new order.
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