How to Find the Reference Quote/Proposal # for an Order

  • Updated

After converting a proposal or quote into an order you can find the original quote or proposal number by following these steps.

  1. Go go to orders menu


     

  2. Choose “Order List”

     

  3. Find the order and click the order number
     

  4. You’ll find the order’s reference number on the last line in the order details

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