---
title: "Order and quote history"
description: "View a customer's order and quote history from their profile, with sortable tables, order detail modals, and quote-to-order conversion via Auto Approve Purchase Order."
doc_type: reference
audience: merchant
sidebar_position: 5
# Provenance — do not edit by hand; used by re-run diffing and redirects.
confluence_page_id: "4187488262"
confluence_url: "https://ultracart.atlassian.net/wiki/spaces/ucdoc/pages/4187488262"
last_updated_in_confluence: "2026-02-26T21:09:56.850Z"
---
The Orders and Quotes tabs give you a complete view of a customer's purchase and quote history without leaving the customer profile. Both tabs share the same layout and behavior -- the only difference is the data they display.

## Viewing orders

The Orders tab shows every order the customer has placed. Orders display in a sortable, paginated table.

| Column | Description | Sortable |
| --- | --- | --- |
| Order Id | The unique order identifier. Select it to view order details. | Yes |
| Order Total | The total amount for the order. | Yes |
| Order Date | The date and time the order was placed. | Yes |

Use the pagination controls to navigate through results. You can configure the page size to show 5, 10, 15, 25, 50, or 100 orders per page.

### Order details

Select an order ID to open the order details modal. The modal displays a formatted summary of the order including items, totals, and shipping information. Select **Go to Order** to open the full order review page in a new tab for complete order management.

## Viewing quotes

The Quotes tab uses the same table layout as orders. A quote is a pending order request submitted by a customer who has the **Allow Quote Request** setting enabled on their account (configured in the [Billing tab](./billing-addresses-and-payment-settings.md)). Quotes can be reviewed by your team and converted into orders.

| Column | Description | Sortable |
| --- | --- | --- |
| Order Id | The quote identifier. Select it to view details. | Yes |
| Order Total | The quoted total amount. | Yes |
| Order Date | The date and time the quote was submitted. | Yes |

:::tip

If a customer frequently submits quotes, you can streamline their workflow by enabling **Auto Approve Purchase Order** on their billing settings so approved quotes convert to orders without manual intervention.

:::

## Related pages

-   [Customers overview](./index.md) -- capabilities summary and page navigation
-   [Billing addresses and payment settings](./billing-addresses-and-payment-settings.md) -- checkout controls including quote requests