I am reading through this tutorial and It states that once uploaded… you can open PDF and click convert to order.
I can’t seem to find this option. My quote is linked below as well.
I am reading through this tutorial and It states that once uploaded… you can open PDF and click convert to order.
I can’t seem to find this option. My quote is linked below as well.
I apologize for the delay on this. That document says that they can upload a PDF and it will show up on your quote list as a pending object and that is where you can convert it to an order. Are you seeing the quotes in your quote list?
Thnaks,
Cetec ERP Support
@cetecerp23 – is this possible to be done without the Customer Portal?
Unfortunately this is only a functionality available via the customer portal. I apologize for the inconvenience.
Thanks,
Cetec ERP Support