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Solution home Sales Module

Working with Estimates & Orders

Editing A Completed Or Closed Order
Providing Estimates With Multiple Quantity Options
Order Statuses And Definitions
Cloning Estimates Or Orders
Building Blocks of an Order
Editing Completed Or Closed Orders (Overview)
How To Apply A Discount To An Order
Voiding Orders And Products
Tax Groups during Order Entry
Creating, Editing, and Moving Quick Products
Product Categories Overview
Download An Art Proof From The Customer Portal
Product Level Discounts
Hard Due Dates
Product Name and Product Summary
Entering a Product with Multiple Parts
Switching Parts
Basics of Order Entry
Using Quick Products
Entering Estimates