Making Orders from Quotes
Contents
Overview
Converting a quote into an order is just as quick and easy and bullet-proof as repeating an order. Though there is that one extra click: Selecting the quantity ordered from the three that were quoted!
Page three is for information only. It tells you when and in what quantities the job was quoted. Note the almost total absence of buttons. Converting a quote means just that. You're accepting the order without deviations from the way it was quoted, at face value.
What if the customer has placed the order with revisions but doesn't want to be re-quoted? First click Ok to convert the quote, then revise the newly created order.
See also