Converting a Quote to a Sales Order
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Converting a Quote to a Sales Order
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After the customer reviews and accepts a Quote you can convert it to a Sales Order.
- Click the "Create Sales Order" button at the top right of the Quotes page.
- Confirm the details of the new Sales Order, making adjustments as needed. The information from the Quote automatically populates the new Sales Order form.
Parts List:
- The Receive Parts area on a Quote page shows Quote Line Number, similar to Invoicing.
- Once received, parts on a Quote now shows the Sales Order the parts are on instead of Work Order. The Sales Order is the record of a financial agreement, and is closely tied to Invoicing and Accounting.
- In addition, the receiving status of this Quote will be shown just under its title, here a Part has been received:
- If you see this status, it means that the part is ready to be received:
Default Shipping Method
Set a default ship method and carrier for each customer.
- Default carriers will autofill when creating a Bill of Lading.
- Default ship method will autofill when creating a Sales Order.
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