Converting a Quote to a Sales Order

    Converting a Quote to a Sales Order


    Article summary

    After the customer reviews and accepts a Quote you can convert it to a Sales Order.

    1. Click the "Create Sales Order" button at the top right of the Quotes page.
    2. Confirm the details of the new Sales Order, making adjustments as needed. The information from the Quote automatically populates the new Sales Order form.

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    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.

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    • In addition, the receiving status of this Quote will be shown just under its title, here a Part has been received:
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    • If you see this status, it means that the part is ready to be received:
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    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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