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.
Once converted to an 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:
Open or create a new Quote.
Change the Status from Pending to Confirmed.
The quote turns it into an SO and is added to the bottom of the Open table for Sales orders.
Change the status of Quotes in bulk:
Navigate to the Quotes tab in the Sell screen.
Select the Quotes you want to change and click the Status dropdown.
Select the status change from the dropdown.
You can also revert a Confirmed Quote back to a Quote.
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