10. How to Facilitate Orders
Perhaps your customer sent you the PO to a quote via email, and not through the Digital Quote.
1. To facilitate an order in Paperless Parts, go to the outstanding quote and hit 'Facilitate Order'. If you'd like to send your customer an email, choose 'With Confirmation'. To not send an email, choose 'Without Confirmation'.
2. You will now go through the same flow your customer would if they were to checkout with the Digital Quote.
3. Select your quantities and desired lead times and hit 'Checkout'. Determine payment method, shipping information, billing information, shipping options, and attach a purchase order (if applicable).
4. Hit 'Place Order', and the quote will automatically be moved from Outstanding to Accepted, and an Order will automatically be created in the Orders page.