Converting a Quote to an Order

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Once your customer has accepted your quote you can convert it to an order, this process copies all of the manufacturing information that was compiled during quoting over to the order also.

To begin, in the left-most column of the grid tick the lines that the customer has accepted, this could be all or if you quoted on different materials or quantities for the same product you have the option here to select only the relevant lines.

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Next, click the Convert to Order Button to create a new order.

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Once the new order is created it will be opened for you to edit automatically.

 



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