Convert Type Button

The Convert Type Button can be used to convert the selected sales order into a Quote.   Quotes are Sales Orders that are generated in order to deliver a quotation to a customer.  Quotes do not reserve inventory and they do not affect the open balance of the customer that they are created for.  If you convert an open sales order to a quote, the system will release any inventory that has been allocated to the order, it will reduce the amount of the outstanding orders for the customer, and it will remove any holds that were placed on the order.


Customer Quote Lookup