# Retrieve a Quote

If a Customer has been given a quote, this can be retrieved for online checkout.

### Quote Retrieval

The Customer will receive an email with a link to retrieve the quote; they can use this.

Alternatively, there is a link in your website footer for retrieve a quote'

The customer will have to enter their Quote Reference and postcode.

### Anatomy of a Quote

Upon retrieval, a customer will see this screen:

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2026-07/scaled-1680-/1VVimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2026-07/1VVimage.png)

If a Customer clicks 'Pay Now' they will be taken to the final step of the eCommerce checkout, and will be able to select from all available payment types.

### Tracking & Logging

There are two scenarios:

1. A Customer retrieves their Quote and immediately checks out online - in this instance: 
    - - Salesperson will be retained against the new Sales Order (as per the Quote)
        - Sales Store will be retained against the new Sales Order (as per the Quote)
        - Sales Date will be updated to match the day the Customer made a payment
2. A Customer retrieves their Quote and amends it online, either by adding or removing items, before completing their purchase 
    1. - The Quote will be cancelled
        - A brand new eCommerce Sales Order will be created
        - Sales Store and Salesperson will not be retained