Order Quotes

If you need to send a quote to a client, you can do so by turning an order into a quote and sending it.

Note: This function is only available in the New Order Window.

1) Turn on the Use Quote System preference

Menus > Maintenance
Preferences > Orders
Place a check in the Use Quote System box.

2) Turn order into a quote

To turn an order into a quote, find the desired order then click:
Processes > Order -> Quote

The order will now display, and print, as a quote.

3) To turn the quote back into an order

Processes > Quote -> Order

Created 3/24/2015 – SV