CenterPoint® Accounting - Convert a Quote to a Sales Order

Related Help

Enter a Sales Order or Quote Video - Duration: 22 min 12 sec

Sales Order Quick Entry Video - Duration: 15 min 14 sec

Convert a Quote to a Sales Order Video- Duration: 9 min 52 sec

Fill and Unfill Sales Orders Video - Duration: 13 min 12 sec

Invoice Filled Sales Orders Video - Duration: 15 min 18 sec

Print or Email Sales Orders Video - Duration: 24 min 18 sec

View or Print as PDF

A quote is entered into the system to document quoted prices to a customer. If the customer then commits to purchasing the goods/services, an order is created to properly manage the sale and inventory levels. When a quote is converted to an order, the goods identified on the order will be marked as "Assigned" in inventory.

The new order can quickly be created without reentering the information on the quote, using one of two processes. The option you choose depends on if you prefer to keep a copy of the original quote after it's been converted into an order.

Option A: Change the Original Quote to an Order

Option B: Copy the Original Quote to a New Order

Option A: Change the Original Quote to an Order

This option simply converts the original transaction from a quote to an order. A copy of the original quote is not kept.

  1. Select Processes > Sales > Sales Orders (Edit/Fill/Invoice).
  2. Highlight the original quote and click Edit.
  3. Change the Type field to Order.
  4. Change the Date to the current date. If you are using different sequence numbers for quotes and orders, click on the Sequence icon in the Order # field. Select the appropriate sequence for orders. Messages will display when duplicate sequence numbers are found based on the Duplicates and the Check When fields in Setup > General > Numbering Sequence. The messages inform you if a duplicate sequence number was found and how the duplicate sequence number should be replaced with a new sequence number, automatically or manually.
  5. Make any additional changes that were identified by the customer and click Save. If the Print this order? check box was selected on the Select tab, the order will print when the order is Saved.

Option B: Copy the Original Quote to a New Order

Using this option will copy the data from the original quote to a new order transaction. The original quote will continue to be saved as an open quote in the system.

  1. Select Processes > Sales > Sales Orders (Edit/Fill/Invoice).
  2. Highlight the original quote and click Copy.
  3. All of the information from the original quote will be copied to a new order. The Date will automatically be changed to the current date and the next available Order # (using the default sequence) will be assigned. Messages will display when duplicate sequence numbers are found based on the Duplicates and the Check When fields in Setup > General > Numbering Sequence. The messages inform you if a duplicate sequence number was found and how the duplicate sequence number should be replaced with a new sequence number, automatically or manually.
  4. Make any additional changes that were identified by the customer and click Save. If the Print this order? check box was selected on the Select tab, the order will print when the order is Saved.

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