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How to convert an estimate to a sales order
If Sideris has prepared a courseware estimate for you, it is available to view online by logging into your account at sideris.com. Once it is time to place the actual sales order, you can easily transform the estimate into an online order by following these steps: 1. Login to your account using your username and password 2. Click My Account link located on the upper-right side of the homepage 3. Click See Estimates under the middle column entitled " orders" 4. Click on the date that corresponds to the estimate to view or edit 5. Confirm that the estimate information is correct: item and quantity ordered, address information, shipping method (please allow enough enough time for your materials to arrive for the class date)
6. Click Create Order, which will allow you to make any revisions to your estimate:
• Quantity Ordered: If the item or quantity are incorrect, click on the row and enter the change
• Address Information: confirm that the "bill-to" and "ship-to" addresses are correct and click New/Edit to change or select a previously defined address from the pull-down menu.
• Shipping Method: click on the pull down menu to view shipping methods available
• Credit Card: enter payment information
• Send a Copy to Yourself: if you want to receive an email of your order, please check the box for "To Be Emailed" and make sure your email address appears in the window
7. Once you have ensured that your order is correct, click [Submit] or [Submit & Print] or [Submit & E-Mail]
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