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changes.mady.by.user Stephen Juliano

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Overview

Quotes can be turned into an order by the click of a button in the "Convert Quotes to an Order screen". All you need to know is the quote number and a customer order can be generated automatically. In addition, if the prospect is not a customer at the time you are converting the quote to an order; the system will automatically create a new customer record for the prospect. QES > Estimates > Convert Quote to Order 
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If it has been determined that the prospect is going to place an order, you will want to turn the quote into an order and you will also need to create a new customer record for the prospect if one does not already exist. Quotes can quickly be turned into an order by the click of a button in this screen.