ERP UPDATE: Instructions for Converting a Quote to an Order in Interim WOW

NOTICE: Quotes submitted for special pricing through WOW will be locked and unable to be converted into an order. See Instructions below for the transitional process of turning your quote into an order for submission.

1. Complete your Quote, including the request for Special Pricing.
2. Receive the email communication from Pricing of approved Deal number/terms.
3. Open the Quote by entering the Quote Number or selecting it from the list of Your Open Orders.

   

4. Since the Quote is still locked due to no longer approving the deal in the old system, a pop-up note will appear. Click Edit Order.

   

5. Navigate to the Quote Order Summary
6. Click the Clone Quote
   
   
7. Navigate to first Order Information screen of the new quote, and enter the Deal # in the Comments section.

   

8. Navigate to the Summary Screen and select the Turn Quote into an Order
   
   
9. Enter the PO reference number and continue to process the new order as before.