Quote to Order Conversion


Converting Quotes to Orders saves double-handling, all required information is automatically merged from the Quote to Order during the process. Because the Quote remains in its original form you can later compare what you actually produced against what you had quoted. This process also provides a mechanism to report on quote to order conversion rates and break this data down by customer group or other factors allowing you to target your marketing efforts effectively. 

The process for converting a quote to an order is as follows:

Form the Quote Screen click the Make Order Button

Then on the following Dialog tick the two boxes for each line in quote you are going to manufacture. You may have quoted the customer for different quantities or options, this process allows you to exclude unwanted options from the job.

Upon clicking next a new job will be created for you and be linked back to the quote for later reference and analysis.

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