QuoteCenter gives you the ability to send a list directly to Order Up to create a new order. Once the quote has been pushed to Order Up, additional markdowns can be requested through VPP. Here's how:
Step 1: Create a List in QuoteCenter by clicking the orange + List button on the top right side of the screen.
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Step 2: Click Select Customer and add them to the list. Once you have selected a customer to add to the list, the Send to Order Up button appears in the upper right-hand corner of the screen.
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Step 3: Once you've completed your list and set up special order delivery if needed, click Send to Order Up and select Create New Order Up Quote.
Note: You still have the option to sell quotes through the legacy eSVS path if needed. For more information, refer to pages 6 and 7 on the Order Up Checkout FAQ.
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Step 4: From the Create New Quote screen, click Create New Quote.
Note: Check for VPP discounts on eligible orders by using the Cart Options dropdown in Order Up. For more information, refer to page 1 on the Order Up Checkout FAQ.
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Step 5: Review the Summary page
(A) Order Number - The Order Up order # is listed at the top of the page
(B) Order Summary - This section displays the subtotal, fees and Bulk savings. You also have the ability to click the orange link to open the order in Order Up.
(C) Customer Details - Contact name, email address, phone number, and
address
(D) Item Details - See which items were sent to Order Up.
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Step 6: Click Lists to go to the Lists manager page:
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Step 9: From the Lists Manager page, you can proceed with any of the following:
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