Return an order to quote

If a submitted order needs changes, such as a wrong product or a missing detail, return it to the submitter as a quote. They can fix it and submit it again.

You can only do this while the order is Submitted. Orders designed in SketchUp can’t be sent back to quote.

Caution

Returning an order to quote clears everything you’ve added to it: the shipping price and other charges, any shipping method you chose, any net cost factor you changed, and manufacturer notes. You’ll need to add them again when the order is resubmitted.

There’s no confirmation step, so make sure you’re ready before you select Return to Quote.

1. Open the order.
2. Select More actions (the ⋮ button at the top right).
3. Select Return to Quote.

The status changes to Quote straight away. The order number gains a revision, such as “Order #433 Rev. 1”.

If the order is linked to a customer, project, and area, it picks up their current saved details again.

Mattersmith doesn’t ask you for a reason. The submitter gets an email only if they’ve turned on Submitter Order Events, and the email doesn’t say what to change, so let them know yourself.

Related

• Reject an order if the order shouldn’t go ahead at all.