Why do items from an Estimate appear on the Sales Order? A simple guide to the shared project Order Cart, saved document versions, approved Sales Order Carts and invoice-specific carts.
Part 1 of the official Elite Core guidebook series. Follow one order from customer setup through project creation, products, pricing, decorations, Presentation, Sales Order and client approval.
Learn how to create, build, customize, preview, send, revise, and convert client Presentations into Sales Orders in Elite Core.
Learn how to generate, preview and review a customer estimate from an Elite Core project before sending it to the customer.
