Converting a Quote to a Sales Order

After a Customer reviews and accepts a Quote, you can convert it to a Sales Order. This may be done before or after the Parts are received.

1. Click the Create Sales Order or Add Additional Sales Order button at the top right of the Quotes page. The Quote must be active.
   

2. The information from the Quote will automatically populate on the new Sales Order form. Confirm the details of the new Sales Order, making adjustments as needed, and SAVE.

3. The "Convert Quote to Sales Order" dialog will open. Make any adjustments. This will determine what will appear on the Sales Order.
   

   a. When the "Auto Sync Quantities on Generated Lines" toggle is on, any quantity entered for a Bill of Materials (BOM) item will match the quantity for the related Line Item, and vice versa. If the toggle is off, the quantities can be different.
   b. If the "Select All" box is checked, all lines and related BOM items will be selected. This is the default. If the box is not checked, no lines or BOM items will be selected, and they can be manually selected (d).
   c. Set the quantity of each BOM item to appear on the Sales Order.
   d. Choose whether or not the line and related BOM item should be added to the Sales Order.
   e. Set the quantity of the line item to appear on the Sales Order.

4. Close the dialog. Verify your entries.

   1. Click Cancel if anything that is not editable does not look correct. The empty Sales Order will appear. Navigate back to the Quote and adjust the Quote Lines. The empty Sales Order can be archived or used for another order.
   2. Click "Save and Go to Sales Order" if the Parts are not quite ready for production (Work Orders) but the selected lines should be added to the Sales Order.
   3. Click "Save + Add Parts" to save the selected lines to the Sales Order and add the Parts to Work Orders. The Add Parts dialog will open.

Quote Connected to Sales Order

• The Parts section of a Quote page will display any Sales Orders connected to Line Items.
• Near the top of the Quote page, there will be a description as well as an "Order Received" status that will change when it's connected to a Sales Order.
  

If there are Parts in Receiving that are connected to the Quote, a message will display near the top of the Quote. This may imply that a Sales Order can be created.

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