Open a Quote and Turn Quote into Open Work Order

Modified on Tue, 20 Jun, 2023 at 10:57 AM

1. Open Invoicing from General page.

Screenshot of: Open Invoicing from General page.

2. Click +Invoice to create a new Quote.

Screenshot of: Click +Invoice to create a new Quote.

3. Select Branch, Department, Type of Sale from dropdowns.

Screenshot of: Select Branch, Department, Type of Sale from dropdowns.

4. Enter Ship To Customer by either entering customer number manually or clicking here to search, select customer and click OK. Bill To Customer will auto-populate accordingly.

Screenshot of: Enter Ship To Customer by either entering customer number manually or clicking here to search, select customer and click OK. Bill To Customer will auto-populate accordingly.

5. Click "Quote" to save document as a Quote.

Screenshot of: Click "Quote" to save document as a Quote.

6. To convert Quote to Work Order, click Configure Icon > File > Quote to Order.

Screenshot of: To convert Quote to Work Order, click Configure Icon > File > Quote to Order.

7. Click "Yes" to convert Quote to Work Order.

Screenshot of: Click "Yes" to convert Quote to Work Order.