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Convert a quotation to an order
Documents such as quotations, orders, delivery receipts, and invoices can seamlessly transition from one form to another within the system.
A quotation can serve as the basis for creating an order, streamlining the transition from negotiation to purchase. This flexibility not only saves time but also enhances accuracy by minimizing redundant data entry. With this associated document approach, the flow within the system remains efficient and coherent, facilitating effective business operations.
How to convert a quotation to an order?
To convert a quotation to an order, users can simply open the quotation and validate its status from draft to Approved. Once validated, the quotation becomes eligible for conversion into an order with just a few clicks.
This transition ensures that negotiated terms and details from the quotation are accurately reflected in the subsequent order, streamlining the purchasing process.
A quotation can be in the following statuses. Firstly, it may be in the "Draft" status after the creation and editing process, indicating that it is awaiting further action or approval. The quotation can only be converted to a sales order once "Approved".
- Approved: Approved by the customer and the team, ready to be converted to an order.
- Accepted: Once the client accepts the terms of the quotation.
- Expired: When the quotation deadline has passed, the quotation may have an expiry date to which new terms should be considered.
- Rejected: When the quotation opportunity is declined by either party, whether the "sender" or the "recipient", or due to any business-related reason.
- Invoiced: This occurs when an invoice is created following the conversion of a quotation.
Similarly, a delivery receipt and invoice can be generated directly from either a quotation, an order or a delivery receipt, ensuring a smooth progression from order placement to billing.