Convert Type Button

The Convert Type Button can be used to quickly convert the highlighted Quote to a Sales Order so that the goods can be shipped to the customer.  When you select the Convert Type option, the system prompts you for the sales order type that the Quote should be converted to (you may only convert a quote to a Sales Order or a type S order).  Once you press the Sales Order Button, the system converts the selected quote to a sales order, it tries to allocate any available inventory to the new sales order so that it can be shipped to the customer, and the program updates the customer open order balance to reflect the new open sales order.  The system will also audit the order as it is saved and it will place the appropriate holds on the order if appropriate.


Customer Loaner Lookup