Convert a quotation

Convert a quotation

Goal

This article explains how to convert a quotation into three different items in the system: an order, a new quotation, or a product template. After conversion, review the new item and complete any missing details.

Procedure

Convert to order

Step 1: Find the quotation

Open the quotations list. Use the search field or scroll to find the quotation. Click the row to select it.


Step 2: Start the conversion

In the top-right corner, click Convert. From the menu, choose Convert to order.


Step 3: Confirm

Confirm the conversion.


Step 4: Complete the new order

A new order is created from the quotation. Enter additional information as needed. Set important dates so planning can start.


Warning
If you do not set order dates, planning cannot be scheduled.

Convert to new quotation

Step 5: Find the quotation

Open the quotations list. Use the search field or scroll to find the quotation. Click the row to select it.


Step 6: Start the conversion

In the top-right corner, click Convert. From the menu, choose Convert to quotation.


Step 7: Confirm

Confirm the conversion.


Step 8: Complete the new quotation

A new quotation is created. Enter additional information and adjust calculations as needed.


Idea
Do not forget to add the company name to the new quotation.

Convert to product template

Step 9: Start the conversion

From the open quotation, click Convert in the top-right corner. Choose Convert to Product.


Step 10: Confirm

Confirm your choice.


Step 11: Review the new product template

A new product template is created as an exact copy. Make any changes to customize it.


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