Placing an Order from the Quote Received from your Supplier

You are now finished with negotiating between you and your supplier and wondering how to transition your quote into an order. Well, in this article you will find a step-by-step guide on how to create an order from quotes. Let's proceed with the first step:

You can click back into the email notification that was sent to you by your supplier. The page will redirect you right into the quote itself. *Please note you do not need an account to view any items sent by your supplier.
Your quote will appear in grid view, which shows you a thumbnail image for the item numbers that were sent. Clicked the lined icon view to see pricing and quantities.
1. To adjust any data in this view, click "Edit Data" button.
2. Make your necessary adjustments.
3. Click Save when finished.
Click on the highlighted item number to view the product details.
1. To adjust any data, click the "Edit" button.
2. Make your necessary adjustments.
3. Click Save when finished.
Select all the items you wish to place an order on by
1. Clicking on the check box next to favorites to select all
  OR
2. Checking the box next to the item # to select an individual product.
In the top right-hand corner, click the "Order" button.
1. A screen will appear to confirm freight terms, FOB point, destination and copies.
2. Click Create
A green notification will appear that confirms you have successfully created an order.
1. Click the link and you will be redirected to the order.
Once in the order, there is an "Edit" button located in the 3 dots next to Send in the upper right-hand corner.
1. Select the edit button.
2. A pop out window will appear to fill out additional information including ship date, FOB point, freight terms, etc.
3. Review the information.
  1. Please note: * items are required fields.
4. Click "Save" when finished.
  1. Please note: This action will complete setup and highlight the Send button.
When finished reviewing, click "Send" in the upper right-hand corner.
1. A pop up will appear to select who to send the sales order to
2. Click the appropriate boxes.
3. Write an email message.
4. Click Send
You will see that your side has been confirmed and once your supplier reviews the order, they can confirm on their end.

Your selection and information will be stored in the quotes and orders area, which will allow you to send multiple orders for different deliveries. For additional questions, please reach out to Support via chat with us located in the upper right-hand corner.