It is very easy to convert a quote to an order when using Skynamo Field.
Simply locate the quote either under the History, or Quotes tab within the customer profile, and click on the word Quote, which will be a hyperlink, opening the next page.
You can now decide whether you wish to edit the quote by selecting the paper icon, or convert the quote to an order by selecting the shopping cart.
If you need to edit the quote first, you will see the below screen.
This is the same screen you see when starting a new quote. Select the paper jet icon to continue.
You can now make the needed changes to the order by adding or removing items as requested by the client. Select the paper jet icon to continue.
After ensuring everything is correct by checking the order summary, you can select the signature icon, and hand the device over to the client to sign.
After capturing the client’s signature as acceptance of the order, select the tick icon to submit the order.
Under the History tab in the client profile, you will now see the quote and the order as and when they were placed.
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Note that quotes cannot be edited or converted to orders from the Admin/Manager interface.
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