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
Navigate to the Sales orders tab: Go to the Sell screen and select the Sales orders tab.
Locate the SO: Find the SO you want to revert.
Change the delivery status:
From 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.
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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