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Convert a quotation into an order
Convert a quotation into an order

Convert your customers quotation in a sales order

Jacqui Sullivan avatar
Written by Jacqui Sullivan
Updated over a week ago

When you create a quotation for a customer you can automatically convert it into an order by selecting Convert to order from within the quotation screen.

Once a quotation has been converted to an order the quotation will be removed from the quotation area and transferred to Current orders. All the previous information contained in your quotation will be available and you will be able to add more products to your order should you so wish.

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