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How to Update the Status of an Order or Quote

This article describes how to update the Status of an Order or Quote in Documoto. 

Article Topics

How to Update the Status of an Order or Quote

  1. To update the Status of an Order or Quote, go to Account > Orders.
  2. Search for and select the Order or Quote.
  3. On the Order or Quote, make desired change to the Status dropdown.
  4. If desired, add any Comments to the Order or Quote.
  5. Click the Update button to apply changes.

How to Return a Quote or Order to Open Status

Returning a Quote or Order to Open Status allows for updates or changes to be made to the Order or Quote and resubmitted to Submitted Status.

  1. To return an Order or Quote to Open Status, go to Account > Orders.
  2. Search for and select the Order or Quote.
  3. On the Order or Quote, change the Status dropdown to Open.
  4. If desired, add any Comments to the Order or Quote.
  5. Click the Update to allow for edits/changes to made and resubmitted. 

 

How to View Order or Quote History

  1. To view an audit trail of Order or Quote History including dates, status progression, user information, and comments, click on the History button when viewing an Order or Quote.