Once a Quote has been confirmed, it changes to a Sales Order (SO). If you confirmed a Quote mistakenly or need to revert the SO back to a Quote, you can do this by changing the SO Delivery Status back to Pending.

One reason for reverting a SO back to Quote could be if you created a SO to verify Sales items and Ingredients Availabilities as well as production deadlines for a potential sale. Afterward, you turn it into a Quote to remove stock commitments created by the SO.

As Quotes don't participate in Stock commitments, Sales items and Ingredients availabilities or expected production deadlines are not displayed for Quotes. To obtain item availability information, you can start by creating a SO first, checking the availabilities, and then reverting the SO back to a Quote.

Lean more here.

Changing a Sales Order into a Quote

  1. Navigate to the Sales orders tab in the Sell screen.

  2. Change the Delivery status of a SO to Pending either from the Sell screen or from a Sales Order card.

  3. The SO changes into a Quote and is moved from the Sales orders tab to the Quotes tab in the Sell screen.

    The stock commitments for Sales items and Ingredients will be removed until the Quote is confirmed and turned back into a SO.

Additional info

  • Only a SO with a Delivery status of Not shipped can be turned back into a Quote.

  • A SO with a created Make to Order Manufacturing Order (MO) cannot be turned back into a Quote before deleting the related MO.

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