Creating an Order

In these training videos you will learn how to create an order in your Shed Suite dealer dashboard.

Dealer Dashboard Overview
This video is a quick overview of the dealer dashboard. It also covers the dealer account navigation. Enjoy!
Wed, Nov 16, 2022 at 4:35 PM
How to create and complete a Quote
Step 1 Click on the "Quotes" menu item in your dealer dashboard. Step 2 Click the "Create Quote" button on the quotes screen ...
Tue, Nov 29, 2022 at 9:42 AM
How to create and complete an Order
If you do not need to do a quote and would like to simply create an order follow these steps: Step 1 Click on the Orders menu item in your dashboar...
Tue, Apr 16, 2019 at 12:56 PM
How to send digital signature requests
On Step 4 of the order form you will get signatures for all the order documents. The fastest and most accurate way to get customer signatures is via sending...
Thu, Nov 29, 2018 at 4:20 PM
How to upload a signed order document to fulfill a digital signature request
Tue, Mar 19, 2019 at 3:39 PM
How to add a floorplan
Tue, Sep 24, 2019 at 6:31 AM
How To Copy Your Inventory To A Spreadsheet
This video shows you how you can copy your inventory into a spreadsheet. This gives you the option to filter your inventory for different views, or you can ...
Tue, Jun 21, 2022 at 9:59 AM
Dealer Sales Report
This video will teach you how to use the dealer sales report. 
Tue, Sep 12, 2023 at 2:26 PM