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Quoting a Customer Order: In Person or by Phone

This article explains how to turn a customer order received in person or by phone into a sent quote.

How to Quote a Customer Order

  1. Go to Quote History. Screenshot 2026-07-31 at 3.24.13 PM
  2. Select Create New Quote, or select Reuse Quote to start from a previous order. create quotereuse quote (2)
  3. Build the quote: Quote Details (3)
    • Contact/Company information — a Company is required. If a company is already assigned to the contact, it populates automatically; otherwise, add one.
    • PO Number
    • Fulfillment Options
    • Required Date
    • Fulfillment Instructions
    • Internal Notes (optional, visible only to your team)
  4. Click Save. save (4)
  5. Review each Line Item, Quantity, and Line Price. line items sms
  6. Click Convert to Order once the quote is correct. convert (6)

Note: If you receive an error stating the company has no external ID associated, reach out to your IT/ERP System Administrator for assistance updating the company.

Tips & Best Practices
  • Always add a contact and company to every record — it keeps OA matching accurate going forward.
  • Reuse past quotes to save time on repeat orders.