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
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
How to Search for and View Quotes
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...
Mon, 12 May, 2025 at 9:30 AM
How to Change the Quote Status
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...
Tue, 13 May, 2025 at 8:26 AM
How to Search for and View Orders in "Orders" Screen
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...
Mon, 12 May, 2025 at 9:32 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
How to 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 ...
Fri, 14 Mar, 2025 at 10:38 AM
How to 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...
Tue, 20 May, 2025 at 10:47 AM