Quote & Order Creation

One of the way

The Order / Quote creation journey can be started from the dashboard and by clicking on the New Quote / New Order button. 

• Once the user clicks on the New Quote / New Order button, the following steps will appear. 

_{If items have already been added to the user’s cart, the system will show a popup stating, “You already have x number of items in your cart; either clear your cart or save it before adding new items”}

1. Clear Existing Items – Clicking on it will clear the User’s cart & display a Cart successfully cleared message & automatically take the user to the next step. 

2. View Cart & Save Quote- It will take the user to the Cart page, where the user can review the cart items & save them as a Quote. Then the user has to come back to the dashboard to initiate the new quote/order.

   

3. If there aren’t any existing items in the cart or the customer has cleared the items, the user will be redirected to the step process of order placement. 

New Quote/Order creation is a 6-step process

• Enter the Information 

• Door Style Selection / Import from 2020 

• SKU Selection 

• Shipping 

• Review 

• Payment 

Step 1 - Information Capturing

Step 2 - Select Door Style / Import 2020 / Import Pro Kitchen

Step 3 - Select SKUs / Quick Order

Step 4 - Shipping / Pickup

Step 5 - Review

Step 6 - Payment

Saving your Quotes

Once you have added an item to the cart in Step 3, you will see the “Save Quote & Exit” option.

• The ordered quotes can be hidden from view if they are already converted to a sales order. 

• Approved quotes can’t be edited directly, but the user can convert the quote to order, which will land him on step 3, where he can make the necessary changes & save the quote, which will save the existing quote.