Submitting an order

The process of submitting an order begins with customer creation.

  1. Select Home > Create Customer.
  2. On the Dealer screen, specify the information in the Dealer Information, General, and Shipping Terms sections.
  3. Click the + Create quote button.
  4. On the Quote page, click the + Add items button.
  5. On the Add items page, create your product selections.
  6. To add a non-configurable product, click the Add item button on the product card.
  7. To add a configurable product, click the Configure button.
    1. In the configurator screen, create the selections for the product configuration.
    2. Click the Finish button.
  8. On the Add Items screen, click the View Quote button.
  9. On the Quote page, select Lines to review or update the listed items.
    1. To increase or decrease the quantity of a line item in the quote, click the + or - button.
    2. To remove line items, click Delete.
  10. To view the details for a product, click the arrow beside the price to expand the details section.
    1. To reconfigure the product, select ... > Change options.
    2. To create a copy of the product, select ... > Copy.
  11. Click Summary.
  12. Specify the information in the Customer, Header Details, and Ship to Information sections.
  13. Click the Convert to order button.
  14. On the Convert to Order screen, select Yes, Convert.
  15. On the Order page, click Place Order.
  16. On the Place Order form, review or modify the information for the order.
  17. Click Submit to manufacturer.