How to connect a quote to a proof product to create an order

Modified on Wed, Feb 14, 2018 at 1:11 PM

ePower has the ability to transfer information from a quote product to a proof product once a quote has been accepted. This allows Producers to not only quote a product on the system but once the quote is accepted turns the product into a proof product allowing for a dialogue between the producer and the customer on the final product to be produced and ordered once accepted.

The first step is creating a proof product making sure the send method is set to customer to producer



for instructions on creating a proof product see "create a proof product in the knowlegde base.

The second step is to create a quote product ( see create quote product)

Once you have created a quote product connect your product to the proof product by selecting it in the link to Proof Product drop down


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