Converting a quote order to a pricing record

You can convert a quote to a pricing record so the customer gets the quoted price for a specified amount or time. You can even convert quotes after they are expired. Use these instructions to convert a quote order to a pricing record. A pricing record is created for each line item on the quote.

  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 Pricing/Discounting.
  5. Click Continue to open the Creating New PD Quote Record window.
    Note: You receive a notification if the QU you are converting has been canceled, but you can continue.
  6. Accept the quote number that defaults, or specify a new number for the new quote record.
  7. Specify a line reference. This is recorded in the Line Refer field on the General view for each record created.
  8. Specify a new end date.
  9. Specify the Job/Ship To, Warehouse, and Price/Discounting values.
  10. Click OK. The new record numbers display in the information window.
  11. Click Create to exit copy order functions.