Sage Sync Associate Resource Guide

ACTION REQUIRED ITEMS

Confirm Change Order 1. For orders sold through the Countertop Design Tool (identified with ‘I-” before the order #), please advise the customer to approve their change order and pay the final balance in their My Projects account to proceed with their countertop project 2. For orders sold outside of CDT, please click on View Change Request review the change order details and generate a PO with the customer for the difference

Upload Laminate Order Form / Upload Vanity Order Form 1. Click on File Attachments 2. In the pop-up window: a) Click on Browse File b) Select customer’s completed order form c) Click Upload