Converting a quote order to a regular stock order

If a customer asks for a quote on a specific order, you can enter a Quote Order (QU) in Sales Order Entry. If the customer later decides to place the order based on the quote, you can convert the QU, even if it is canceled, into a stock order (SO).

  1. Select Sales > Entry > Order.
  2. Click Copy.
  3. In the Order # to Process field, specify the quote number.
  4. In the Convert To field, select Stock Order.
  5. Click Continue to make changes to the order.
  6. In the Order Information section, change the fields and options as required.
  7. In the Select Lines section, select which line items you want to include on the order.
  8. Click Copy to create the new order. The new order number is displayed in the notification window.
    Note: If a product sales restriction applies to a sales order line, the line is not included on the new order and the remaining lines are renumbered. To include the restricted product on the order, you must add it to the order in maintain mode.