Sync B2B: Quotes & Orders

Create A Quote in B2B
The article outlines the steps How to Create A Quote.  FOLLOW STEPS BELOW:   1. Click the cart button or click add to order on a product. 2. Enter a ...
Fri, 30 May, 2025 at 6:26 AM
Choose from Available Future Dates when Creating B2B Quote
The article outlines the steps to order from differing availability in B2B 'Single Mode'.   FOLLOW STEPS BELOW:   1. Click on the Product you ...
Fri, 30 May, 2025 at 6:45 AM
Edit a Quote in B2B
The article outlines the steps to edit a Quote in Sync B2B.   FOLLOW STEPS BELOW:   1. Navigate to Quotes 2. Select the quote you want to edit 3. Sele...
Fri, 30 May, 2025 at 6:27 AM
Approve a Customers Buyers Quote in Sync B2B
The article outlines the steps to Approve a Customer Buyer's Quote in Sync B2B FOLLOW STEPS BELOW:   1. Navigate to quotes by clicking the quotes ...
Wed, 6 Aug, 2025 at 6:18 AM
Search for and View Quotes in B2B
The article outlines the steps to search for and view quotes in Sync B2B.    FOLLOW STEPS BELOW:   1. Navigate to Quotes 2. To use Advanced Search Pane...
Wed, 6 Aug, 2025 at 7:00 AM
Search For and View Orders in B2B
The article outlines the steps to search for and view orders in the "Orders" Screen in Sync B2B.    FOLLOW STEPS BELOW:   1. Navigate to Order...
Wed, 6 Aug, 2025 at 7:00 AM
Change the Quote Status in B2B
The article outlines the steps to change the quote status in Sync B2B.    FOLLOW STEPS BELOW:   1. Navigate to Quotes 2. Select the quote you want to e...
Wed, 6 Aug, 2025 at 7:01 AM
View Invoices in B2B
The article outlines the steps How to view Invoices in B2B.    FOLLOW STEPS BELOW:   1. Login to B2B. 2. Navigate to your Orders by clicking Orders Ico...
Wed, 6 Aug, 2025 at 6:18 AM
Export & Import Order Sheet in Sync B2B
The article outlines the steps to use and import order sheets in Sync B2B   FOLLOW STEPS BELOW:   1. From the B2B Homepage, click the "Tools" ...
Fri, 30 May, 2025 at 5:43 AM