Once a customer has accepted a quotation, a rep can convert it into a sales order — the first step in turning an agreed quote into something the business fulfils.
Convert to order
On an accepted quotation, select Convert to order in the actions panel. This creates a new sales order and reloads the page.
The order is created as a draft. Converting only copies the quotation's details across — it doesn't confirm the order, run a credit check, reserve stock, or start fulfilment. Those steps are separate work still to come; for now, a converted order simply sits in draft until that's built out.
The order carries across:
- The customer, facilitator, and partner details from the quotation.
- The line items, priced and quantified exactly as accepted — including any bundle lines, which carry across intact with their components underneath.
- The subtotal, discount, tax, and grand total.
Convert to order is only available once, and only on an accepted quotation. A quotation can't be converted twice, and there's no way to undo a conversion — the quotation stays linked to the order it produced.
Which option gets converted
If the quotation offered several Good/Better/Best options, conversion uses whichever option the customer actually accepted — not necessarily the first or primary one. Whatever was signed off is what becomes the order.
An accepted quotation can no longer be edited, re-issued, or revised. This is a change from before: previously a rep could still Revise or otherwise adjust a quotation after the customer accepted it. Now, once a quotation reaches Accepted (or Converted), Void is the only action left besides converting it — any further changes are expected to happen on the order itself, once order-editing work lands.
An order converted from a quotation that included a bundle can't be invoiced yet. Invoicing needs to decide how a bundle's price splits across its components, and that's coming with the invoicing work — not something this feature covers. Non-bundle orders aren't affected.