Creating quotes and orders

Note : For reference – In OCAT a quote is a potential ‘order’ that has the status ‘quote / offer’

Features covered by this video :-

  • Putting products in the cart
  • Editing the cart
  • Set prices and calculate margins in the order product editor
  • Converting the cart into an order / quote
  • Using previous orders as templates
  • Updating quote details
  • Setting tax and discounts
  • Updating the shipping and billing addresses