How to convert an order to a quotation, product template or new order

How to convert an order to a quotation, product template or new order

Goal

This article explains how to: (1) convert an existing orders record to a new quotations record, (2) convert an order to a product template, and (3) convert a quotations record to a new orders record. Follow the steps to reuse data quickly and avoid manual re-entry.

Procedure

Step 1: Find the order

Go to orders. Use the search field or scroll the list to find the order. Click the row to open it.


Step 2: Start the conversion to a quotation

In the upper-right corner, click Convert. From the drop-down list, choose Convert to quotation.


Step 3: Confirm

Confirm the action to create the new quotation.


Step 4: Review and complete the new quotation

A new quotation is created. Add any missing information and update the calculation as needed.


Idea
Tip: Do not forget to add the companies name.

Step 5: Start the conversion to a product template

From the same order, click Convert in the upper-right corner. From the drop-down list, choose Convert to product template.


Step 6: Confirm

Confirm your choice to create the product template.


Step 7: Review and adjust the product template

A new product template is created as an exact copy of the order data. Make any changes you need to customize it.


Step 8: Find the quotation

Go to quotations. Use the search field or scroll the list to find the quotation. Click the row to open it.


Step 9: Start the conversion to a new order

In the upper-right corner, click Convert. From the drop-down list, choose Convert to order.


Step 10: Confirm

Confirm the action to create the new order.


Step 11: Review and complete the new order

A new order is created. Add any missing information, make necessary changes, and set dates to make planning possible.


Warning
If you confirm a conversion, the system creates a new record. Review the new record carefully before sharing it with a customer or sending it to planning.

    • Related Articles

    • Add product template (Wide/large format poster)

      Goal This article shows how to create a reusable product template for a wide/large format poster by starting from a quotation and then converting it. You can also create templates directly from the product templates list, but this guide focuses on ...

    • Quotation - Add New (example: Poster)

      Goal This article shows how to create a new quotation (example: Poster). You can start from the quotations overview or from a specific company. The steps then continue the same way to complete the quotation. For details about each field on the form, ...

    • Update product template

      Goal This article explains how to update a product template in the system. You will change fields in the product section (for example, size settings) related to products, and fields in an operation (for example, setup time for packing) related to ...

    • Create a quotation

      Goal This article explains how to create a new quotations record for a company, add products, generate a PDF, and send the quotation by email. To create and email quotations, your user role must have permission to create records and send emails. If ...

    • Quotation - update- (example: poster)

      Goal This article shows how to update an existing quotation. You will learn how to change quantity, format, print material, and ink settings. At the end, you can also customize the product view to show only the columns you need. Procedure Step 1: ...