Export a Quote to Order Entry

File>Quotes>Export Quote Button 

To export the highlighted quote, click the export button .

Answer Yes on the Export Quote screen.

All lines are tagged by default.  Tag or untag lines as needed.  Click Select .

Depending on Only Allow Computer Generated Invoices and Quotes setting, the Order # will either be grayed out (if set to Yes) or use the F8 button to generate an invoice number or type in a number (if set to No).

 

Sales Rep

Leave the existing sale rep information or choose to select a new rep before exporting the quote.

If the sales rep is locked either manually or by one of the options Lock Sales Representative if from customer or Lock Sales Representative after initial save, it will need to be unlocked before the sales rep can be changed. Click the unlock button, then the option to choose another sales rep will be available.

If the option Balance Lines with Header is set to no:
A quote with no lines, only information in the Material, Service, and Misc. Charge fields, that information is exported to the new Order.

A quote with no lines, only information in the Material, Service, and Misc. Charge fields, that information is appended to an existing Order.

A quote with lines; if all Lines are exported, then the totals from the Estimate will be added to the receiving Order.

A quote with lines; if all Lines are not exported, then the receiving Order's totals will not change.

If Customer Type is set to ask for a baseline when creating an order then it will also ask at the export of a quote.

Editing After Export

This option gives the user the ability to edit the order that was created after the quote has been exported.