Confirming a quote is a pivotal step in the sales process. It transitions a draft quote into a formal sales order (SO), initiating stock commitments and integrating the order into your production and delivery workflows.
What happens when you confirm a quote?
Conversion to SO: The quote becomes an SO and is added to the bottom of the Open table in the Sales orders tab within the Sell screen.
Delivery status update: The new SO is assigned a Not shipped delivery status.
Stock commitments: The SO begins participating in stock reservations for the items listed, affecting inventory levels.
How to confirm a quote
Confirming individually:
Open the desired Quote card.
Locate the Status field.
Change the status from Pending to Confirmed.
The quote is now converted into an SO and appears in the Open table of the Sales orders tab.
Confirming in Bulk:
Navigate to the Quotes tab in the Sell screen.
Select the quotes you wish to confirm by checking the boxes next to them.
Click on the Change status button at the top of the table.
Choose Confirmed from the dropdown menu.
All selected quotes will be converted into SOs and moved to the Open table in the Sales orders tab.
Reverting a SO back to a quote
If you need to revert a confirmed SO back to a quote (e.g., due to changes in order details or customer requests):
Navigate to the Sales orders tab in the Sell screen.
Open the SO you wish to revert.
Change the Delivery status back to Pending.
The SO will now be converted back into a quote and moved to the Quotes tab.
Note: Only SOs with a Not shipped status can be reverted. If a Make-to-Order manufacturing order (MO) has been created for the SO, it must be deleted before reverting.
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