Orders in ODB

Owned by Jaqueline Woods
Last updated: Oct 05, 2022 by perry bird
1 min read

Creating a new order

You can create a new quote by clicking the “New Quote/Order” button:

  • From the sidebar navigation under ODB > Create New Quote/Order

  • At the top of the Order Grid page ODB > View All Orders

  • At the top of the Order Grid page ODB > View All Drafts

  • At the top of the Order Grid page ODB> View All Quotes

 

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]