In this article we take you through the steps to create a PlaceMakers Order from an existing Quote. This is an efficient way to quickly create an order from a list of materials in your Quote, avoiding any re-keying hassle.
Step 1: Navigate to Quotes and select your Quote
Select the Accepted Quote you wish to create a PlaceMakers order from.
Step 2: Select Items & Create Order from Quote
Step 3: Select Selected items
Step 4: Select to assign Order to PlaceMakers
To avoid this step, tick Limit Order to Single Supplier via Admin and Order Configuration - Help article.
Select the PlaceMakers logo.
Step 5: Select the Account you are ordering from
You may have one or more accounts to choose from.
Step 6: Fill in the Order Form & Save
Edit the order's Title, select the Order Date and Due Date, Assign the order to a Job and/or Task and select whether you would like to Pickup the order or have it Delivered to an address. If you need to make any edits to this form, after saving, you can by selecting the Order header.
The status will now show as Pending
See Back in the Quote at the bottom of this article.
Step 7: Submit Order to PlaceMakers
Back in the Quote
If you select the Quote number from the order you will be able to see the amount order and which materials have been ordered.