Quotes you've submitted to Haas Millwork and are waiting on. You can withdraw one back to a draft while it's still pending. Once approved, it moves to Confirmed Orders.
1 · Find Products
Showing 0 items. Tap any row to add it to the quote.
Custom lines use the price you type. The quote discount still applies unless price is 0.
2 · Customer & Terms
Start typing to pull up a saved customer and auto-fill their info & discount. Or just fill the fields below for a one-off.
3 · Quote
No items yet — add products from the left.
List total$0.00
Your price (after 46% off)$0.00
Total$0.00
Saving stores the quote in the shared database so anyone on the team can find it later and turn it into a sales order. Download/Email also save automatically.
Save keeps your quote so you can come back to it. Submit Order for Approval sends it to Haas Millwork to review — you'll see "Waiting for approval" until it's confirmed.
Saved Quotes
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Confirmed Orders
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Your active orders that Haas Millwork is currently working on. Once an order is completed and shipped, it moves to Past Orders.
Past Orders
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Completed and shipped orders. Click Reorder on any order to start a new quote with the same items — you can adjust quantities, then submit it for approval.
Sales Orders
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Acknowledgement edited from quote
Shown because this order is marked Ready to Ship or Completed.
Addresses
Line Items
Subtotal (your price)$0.00
Deposit ($)
Total$0.00
Balance due$0.00
Editing line prices or quantities marks this order as "edited from quote." Track produced/shipped pieces on the Production tab — the status here updates automatically.
Production & Fulfillment
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SO # —
Update produced and shipped quantities as work is completed. The sales order status updates automatically: Open (nothing started) → Partial (some made) → Ready to Ship (all made, not all shipped) → Completed (all shipped).
Shipping
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Orders appear here once Production has made pieces. Box up each order and enter the shipped quantities + carrier/tracking.
SO # —
Enter how many of each item are boxed and shipped. Production owns the "produced" count; here you set "shipped." When everything's shipped the order becomes Completed.
Waiting for Approval
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Quotes that customers have submitted for approval appear here. Review one, then Approve it to bring it into your pipeline as an open quote, or Decline to send it back to the customer.
Recently Approved
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Customer quotes you've approved. These are now in Saved Quotes as open quotes and can be turned into sales orders.
Ready to Invoice
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Completed sales orders that haven't been invoiced yet appear here. Click Create Invoice to generate one.
Invoices
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Invoice
Amounts
Subtotal (your price)$0.00
Shipping$0.00
Total$0.00
Balance Due$0.00
Financials
Open Orders
Open Invoices (unpaid / partial)
Paid Invoices
Customer List
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Add Customer
Saved customers appear in the "Load saved customer" box on a new quote, auto-filling their info and discount.