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Confirming a Quote
Confirming a Quote

How do you confirm a Quote when you're ready?

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Confirming a Quote turns it into a Sales order (SO) which is added to the bottom of Open table of Sales orders tab in the Sell screen with a Delivery status of Not shipped.

Once converted to a SO, it will start participating in Stock reservations for items in the order.

Confirm Quotes individually or in bulk

Mark a Quote status as Confirmed either from a Quote card or in the Quotes tab from the Sell screen.

Changing the status of a single Quote:

  1. Open or create a new Quote.

  2. Change the Status from Pending to Confirmed.

  3. Quote turns it into a SO and is added to the bottom of the Open table for Sales orders.

Change the status of Quotes in bulk:

  1. Navigate to the Quotes tab in the Sell screen.

  2. Select the Quotes you want to change and click the Status dropdown.

  3. Select the status change from the dropdown.

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