Creating a new order
You can create a new quote by clicking the “New Quote/Order” button:
From the sidebar navigation under Sales > Create New Quote/Order
At the top of the Order Grid page Sales > View All Orders
At the top of the Order Grid page Sales > View All Drafts
At the top of the Order Grid page Sales > View All Quotes
I don’t quite follow this section above - if I click on Sales - I don’t get any of those options - instead of Sales should this read:
ODB > View All Orders
…etc
Sending an order
Quote Email Templates
To edit the quote email template
Like all Magento transactional templates if you do not specify an override the default will send.
Override the default template by adding an override to Marketing > Communication > Email Templates
Adding the “Checkout Now” button to your email template
Managing orders
Edit the quote as desired.
Sending the quote at this stage will send another version leaving the original quote unaffected
The Order Grid
Filtering the Order Grid
You can filter the order grid by all of the items in the columns above under the filters tab
Sorting the Order Grid
You can sort the columns but click on the titles.
Searching the Order Grid
You can search the quote grid by the following criterion
Keyword [Product Name / SKU / Quote ID / Firstname / Lastname /Company / Email Address]