Order Entry
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      How to download a PDF copy of a quote or invoice

      Use Review Customer Orders to access the quote or order confirmation and invoice PDFs

      Once an order is in the system, a PDF copy can be obtained by going to Review Customer Orders. 

      NOTE: If the order was not started as a quote then the order PDF will not be available once the order has invoiced.

      Follow these steps:

      1. Go to Review Customer Orders and use the Optimized search to locate the order. 
      2. Once the order Is found, copy the Reference Order Number and then search again using the Reference Order option to see the complete order. 
      3. Select the Quote line (Order Type column or Warehouse Status Column)
      4. Click View Order
        Screenshot 2023-06-15 at 8.00.48 AM

      How to download a copy of the invoice

      Follow the same steps above, but look for the order line that shows Invoiced in the Warehouse Status column. Click the View Invoice button.