The following video discusses converting a quote to an order. This can be done either from the quote report or from within the quote itself. Both methods are reviewed below.
Converting a Quote to an Order from the Quote Report
Key Steps
Access the quote report.
Select the quote you want to convert.
Click on the dollar bill sign icon to convert the quote to an order.
Review the items to be converted and make adjustments if needed.
Choose whether to delete the quote after conversion or remove converted items from the quote.
Decide if you want to copy notes and images over to the order.
Click on the convert button to finalize the conversion.
Note the new order number and the reference to the original quote for historical purposes.
Check the "last converted" field to track the conversion history.
Cautionary Notes
Ensure that you are converting the correct quote to an order to avoid errors.
Double-check the items being converted to ensure accuracy.
Be cautious when deciding to delete the quote after conversion, as this action is irreversible.
Tips for Efficiency
Familiarize yourself with the quote report layout to quickly locate and select the quote for conversion.
Regularly review the conversion history to track the frequency of quote conversions.
Keep notes and images consistent between the quote and the order for seamless transition.
Converting a Quote to an Order from the Quote Screen
Key Steps
Open the quote screen and locate the quote that needs to be converted to an order.
At the bottom of the screen, find the "Convert to Order" button and click on it.
A window will open where you can select the line items from the quote that you want to convert to an order.
Uncheck or check off items as needed to choose the specific items for the order.
Decide whether to keep the quote after conversion and whether to remove converted items from the quote.
Optionally, choose to copy over any notes or images attached to the quote.
Review the selection and click the "Convert" button.
The system will confirm the successful conversion of the quote to an order with a new order number.
Cautionary Notes
Be cautious when selecting items to convert, ensuring that the correct items are chosen.
Pay attention to the options to keep or remove items from the quote to avoid confusion.
Tips for Efficiency
Utilize the option to copy notes and images to maintain all relevant information in the order.
Keep track of the original quote number in the order screen for easy reference back to the original quote if needed.
Regularly review and confirm the conversion to ensure accuracy in the order creation process.