How to convert a customer quote to a customer order

  Heads up

This article explains how to convert an existing quote to a customer order. If you need to create the quote first, see the article How to create a customer quote.

How To

How do I convert a customer quote to a customer order?

Follow these steps

  1. Select Selling > Customer Orders.
  2. Locate the quote you wish to convert. Quotes have a “Q “in front of the order number.
  3. Click the Blue Arrow beside the order number to open it.
  4. Select Convert to Order and follow the prompts.
  5. The quote will be converted to a customer order.

More Information

For more information, see the article How to process a customer order.

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