Hallo Honeybee rep!
It is very easy to convert a quote to an order when using Honeybee Field.
Simply locate the quote either under the History, or Quotes tab within the customer profile, and click on the word Quote, which will open the next page.
You can now decide whether you wish to edit the quote by selecting the paper icon, or convert the quote to an order by selecting the shopping cart. By selecting the paper icon, a new quote will be created with the exact same content, but you are now able to edit it as you wish.
If you need to edit the quote first, you will see the below screen after selecting the paper icon as mentioned above. This is the same screen you see when starting a new quote. Select the paper jet icon to continue.
You can now make the needed changes to the quote by adding or removing items as requested by the client. Select the paper jet icon to continue.
After ensuring everything is correct by checking the quote summary, you can select the signature icon, and hand the device over to the client to sign.
After capturing the client’s signature as acceptance of the quote, select the tick icon to submit the quote.
If there is no need to edit the quote and you simply want to convert it to an order, you can do so by selecting the shopping cart.
This will then direct you to the confirmation page again to ensure that all the items captured are correct. If you are happy to proceed, you can do so by selecting the signature icon, and handing the device over to your client to sign.
After capturing the client’s signature as acceptance of the quote, select the tick icon to finish converting the quote to an order.
Under the History tab in the client profile, you will now see the quote and the order as and when they were placed.
And that’s it!
You are now able to copy quotes and convert them to orders as necessary.