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How to revert a sales order (SO) to a quote

Convert sales orders back to quotes, adjusting for revised needs or errors.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 3 weeks ago

Reverting a sales order (SO) back to a quote allows you to adjust sales processes after an order has been confirmed.

This feature is particularly useful if:

  • You need to modify order details without committing inventory.

  • An error occurred during order confirmation.

  • You created an SO to check item availability and production deadlines for a potential sale, and now wish to remove stock commitments.

Since Quotes don't participate in stock commitments, reverting an SO to a Quote removes any associated stock reservations.


Steps to revert an SO to a quote

  1. Navigate to the Sales orders tab: Go to the Sell screen and select the Sales orders tab.

    Partial view of Katana's sell screen

  2. Locate the SO: Find the SO you want to revert.

  3. Change the delivery status:

    • From the Sell screen:

      Highlighting the pending option in the Delivery column of the sell screen
      • Click on the Delivery status dropdown next to the SO.

      • Select Pending.

    • From the SO Card:

      • Open the specific SO.

      • Locate the Delivery status field.

      • Change the status to Pending.

  4. Result: The SO will be converted back into a quote and moved from the Sales orders tab to the Quotes tab in the Sell screen.

Note: The stock commitments for Sales items and Ingredients will be removed until the quote is confirmed and turned back into an SO.


Important considerations

  • Eligibility: Only SOs with a Delivery status of Not shipped can be reverted to Quotes.

  • Manufacturing orders (MOs): If a Make-to-Order MO has been created for the SO, it must be deleted before reverting the SO to a quote.


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