You can view quote sheets and order sheets directly in Business Hub without having to download first.
- You must have Administrator, Sales Manager or Sales Team permission to use this feature.
To view a quote/order sheet:
- Log into your DecoNetwork website.
- Browse to Business Hub > Quotes or Business Hub > Orders.
- Click View to load the quote or order you want to view quote/order sheet of.
You can also click anywhere within a row to load the quote or order, except on the customer name. Clicking on the customer name loads the customer record.
- Click on Quote Sheet or Order Sheet from the Actions menu.
The dropdown menu will be displayed.
- Click on the View menu item. The quote/order sheet will be displayed.