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6.13.3 From a Quote to an Order


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Turning a Quote into an Order is done through a few clicks. An existing Quote can be highlighted and turned into an Order using the following steps.

From the Quotes screen after an existing Quote is highlighted click the New Order icon  in the lower left of the screen.

After the New Order icon has been clicked you will see the Order screen with all of the items listed from the existing highlighted Quote in the Order screen, from there make any additions or changes and Save the Order.

This tool is ideal for use for outside sales, or any consultative sales process involving a quotation and/or a proposal as a part of the sales process.

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