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How to Convert Proposals to Orders in the Apple Custom Store Portal
How to Convert Proposals to Orders in the Apple Custom Store Portal

Hardware approvers can follow these steps to follow in order to convert Apple Business Account proposals into orders.

Updated over a week ago

Introduction

Procurement requests for Apple Products will be facilitated through your company’s Apple Custom Store portal. Upon receipt of the procurement request, Electric will create and send a proposal to a hardware approver designated by your company who will be expected to convert that proposal into an order. If you're the approver for your company and need guidance for this process, this article will help!

Steps to Convert a Proposal to an Order

  1. Sign in to your company's Apple Custom Store account.

  2. In the top toolbar on the home page, click on the icon with three horizontal lines to open the the Main Menu.

  3. Select Proposals from the drop-down. A new page will open.

  4. By default, this page will show all proposals created within the last 7-days. Select the proposal from the list to open it.

    1. Looking for a proposal that is >7 days old? Click 🔍 Search Again. A new page will open where you can search based on criteria such as Proposal Number, Proposer, Status, and Proposal Creation Date.

    2. Enter the information as it applies to your proposal and click the Search button.

    3. Select the proposal from the search results to open it.

  5. With the proposal open, refer to the Comments section. This includes information that is required to place an order, see example below.

  6. Copy/Paste the details from the proposal Comments somewhere they can be referenced (e.g. Note Pad, Word, Google Doc) throughout the remaining steps.

  7. Click the Convert to Order button. A new page will open.

  8. On this page, you can make adjustments to the order as needed. This is optional. If no changes are required, move on to the next step.

  9. Review the order and click the Checkout button.

  10. On the Checkout Page, three key items must be specified:

    1. Ship To: Select Enter Alternative Shipping Address from the drop-down menu. At this stage, you will need to detail the Person and Address specified in the comments section of the proposal. If you do not modify this section, the equipment will ship to the default address on file (e.g. your office address).

    2. Shipping Method: Some equipment in the order may be eligible for Expedited Shipping or Priority Overnight Shipping. If applicable, you may have the option to select these (for an additional cost). For any equipment that is ineligible for Expedited/Priority shipping will ship using Standard Business Shipping.

    3. Payment: You will be required to select the option that applies to your company to purchase the equipment associated with the order.

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