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Confirming a Quote
Confirming a Quote

Learn how to confirm quotes in Katana, transitioning them into sales orders

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

Confirming a quote can be a critical step in the sales process, transitioning a quote into a sales order. This guide illustrates the procedure for changing the status of a quote either individually or in bulk.

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

Shows the open table of the sales orders tab of the sell screen

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

Confirm Quotes one-by-one 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 Quote:

  1. Open or create a new Quote.

  2. Change the Status from Pending to Confirmed.

    Shows option to change a quote 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.

    Shows the option to change the status of quotes in bulk

  3. Select the status change from the dropdown.

    Shows a bulk change of quotes to a confirmed status

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