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.
Pending Shop Drawings
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Quotes that need shop drawing approval before going to production. Once the drawings are approved by both sides, the order is created.
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.
Pick a customer to send this quote to their Saved Quotes for review. They can adjust it and submit it for approval when they're ready. Their info, terms, and discount will pre-fill.
0 of 5 files attached
Max 5 files per quote, 10 MB per file. Any file type — useful for custom-rail drawings, photos, specs, etc.
Check this if the vendor has approved release. You can attach the release PDF (with ship-to address) now, or add it later from your Confirmed Orders.
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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📤 Quotes Saved to Customer Accounts
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Quotes you've prepared on a customer's behalf. These also live in the customer's Saved Quotes for them to review and submit when ready.
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.
Order Updates
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Line-by-line progress on your active orders. Notes from Haas Millwork's production team appear here.
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 Groups
Groups run in parallel. Each group has its own daily production rate (Mon–Thu business days). Assign catalog categories to a group so the ship-date calculator knows which group makes which products. The "Recalc Ship Dates" button on the Sales Orders tab uses these settings.
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Add a new group
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.
Upload Vendor Release
Attach the vendor release PDF (typically includes the ship-to address). It will be visible to Haas Millwork on the order.