Make changes and close an existing Quote

Instructions

To Change Quote:

1. Basic Level > More Options or Manager Level

2. Find an Order/Sale > Find an Order > click Find 'Held' Orders

3. Select Order/Quote > click Reopen

4. Click Edit on Local Delivery/Pick Up order line item

5. Click Review/Edit

• Order Details/Contents

• Recipient (if applicable)

• Delivery/Pick Up Date

• Card Message (if applicable)

6. At Payment Method screen > click Hold Sale

To Close Quote/Charge:

7. At Payment Method screen > click Account

Tips

Any time you make changes to a quotes you should always get a revised copy to your customer for confirmation. If and when the quote and all of the details have been finalized have them sign a printed copy as confirmation. Don't have them sign off on a bunch of scribbled changes - only an official printed copy. This is the best way to avoid confusion and conflict.

Do not finalize a quote (by starting the payment process) until you have the signed confirmation. Once you finalize it no further changes can be made.

Details

A quote is not actually recorded as a sale or entered into your sales figures until you finalize it by beginning the payment process. This means that if you are quoting on an event that is months away you may want to hold off on finalizing it so as to avoid skewing your sales figures.

Screenshots