How to Append Quote to Existing Order

When you need to append an additional quote to an existing order use the Append to Order button when viewing a quote. Note: the quote cannot be in Edit mode, or this option will not appear.

How To:

  1. While viewing a quote tap the Append to Order button
    append_quote_to_order.png
  2. Search for an order, select it from the list, and tap Choose
    search_order_to_append_quote_to.png
  3. The quote lines will be added to the order and the order will display immediately
    appended_order_will_open.png
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