How to Award an Order (Buyer)

Unless you are creating a Quick Order, you need to request estimates prior to awarding an order. Once you receive estimates, you can reject estimates or award the order.

To award an order:

• Navigate to the Estimates page of the project containing the spec(s) you would like to award by:

• Clicking Review Estimate in the Tasks by Project section of the My Desk Summary page.
• Clicking Review Estimate: in the Estimates to Review section of the My Desk Summary page.
• Navigating to the Project Home, clicking Estimates in the Project Menu, and selecting List from the Estimates drop-down menu. Then click on the required estimate. 

Note: The Price Breakouts section only appears if a price breakout has been created for the selected spec. For more information on price breakouts, refer to How to Create a Price Breakout.

• If the total price is acceptable, check the radio button beside the total price.
• Click Award Order.

The Create Order page appears.

• Enter general order information.

Note: If you have configured a billing recipients, the Invoice/Billing Recipient drop-down field is a required field. Select the recipient for the invoice from this drop-down menu.

Note: For more information on the Allowed Overs and Allowed Unders fields, refer to How to Set Order Preferences.

• Enter information for each item ordered, then click Proceed to Confirmation.
• Review the confirmation page, then click Confirm Order Creation.

The Order Acknowledgement page appears.