You can view how a quote or order will be presented to the customer at any time, except if it has the status, 'Saved as Draft'.
- You must have Administrator, Sales Manager or Sales Team permission to use this feature.
To view quote/order as a customer:
- 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 as a customer.
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 the View as Customer action.
- Click okay to close the View As Customer popup.