Orders · updated 2026-08-08
Estimate Only sends a professional quote with an accept link, without touching inventory or creating an order.
On the "Create New Order" page, select the "Estimate Only" card ("Send a quote without creating an order.").
Choose the customer, "Size", "Amount ($)", "Tax (%)", "Fuel Surcharge (FSC)", "Included Weight (tons)", and quantity. "Delivery Date", "Pickup Date", and the address are optional on estimates.
Use the notes field ("Add details or special conditions for this estimate...") for terms or caveats the customer should read.
Review the "Estimate Summary" and click "Send Estimate". A toast confirms "Estimate Sent" with the estimate number.
Estimates require a customer, a size, and an amount greater than 0. Red messages mark what is missing.
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