Unconfirmed Orders and Quotes

Orders that customers enter in the B2B portal will have the status Unconfirmed. These orders won't reserve any inventory, and will need to be confirmed before they will appear as regular orders and reserve inventory. To confirm unconfirmed orders go to Income -> Reports -> Orders -> Orders Unconfirmed. Click the value in the Order # column to confirm orders.

Quotes (Income -> Quotes) also don't reserve or commit any inventory until the quotes are converted to orders using the Convert to Order or Convert to Service Order buttons.

You can set a default number of days that quotes will be valid by adjusting the setting Admin -> Billing -> Company Options -> Invoicing & Ordering -> Quotes -> Quote Expires Date - Default Days In The Future. If you'd like the Quote Expires Date to automatically be 10 days out, then you can enter 10 in this box. If you want to set a maximum number of days in the future that employees can make quotes valid, you can set that with the Quote Expires Date - Max Days In The Future setting below the Default Days In The Future setting. If you don't want any quote to be valid more than 30 days for example, you can enter 30 in this box, and no quote will be allowed to expire beyond 30 days.

If you'd like to prevent expired quotes from being saved or converted to orders, you can check the option Admin -> Billing -> Company Options -> Invoicing & Ordering -> Quotes -> Lock Expired Quotes. Users won't be able to convert expired quotes to orders or make changes until they click the button on the quote edit page labeled Update Prices. Once pricing has been updated, then quotes can be edited and converted to orders.