Submitted Quotes
This module allows users to submit ERP quotes as orders from My Account, and then allows you to verify that those quotes have been transitioned to an order in your ERP system.
You must be a SuperAdmin or an Admin with the Orders Area role to access this feature.
Select Submitted Quotes from Admin > Orders > Submitted Quotes
Viewing Submitted Quotes
Select a date range and whether you want to see all quotes or only unconfirmed quotes. Then click the "Show Quotes" button.
You can sort the columns by the Quote Number, Approved By, Approval Date, PO, Special Instructions, ERP Confirmed By, & ERP Confirmed Date.
When a Quote has Been Submitted
If there is a quote to confirm, you can manually convert the quote to an order in your ERP system. Then, in this WebAlliance tool, click "Confirm ERP Quote Conversion".
Note that these orders do not import to your ERP system. Instead, manually convert the quote to an order in the ERP system.