Convert Quote to Work Order

Once your customer has accepted your quote and wants work to begin, you can create a Work Order for your staff. Rather than start the work order from scratch, convert the quote into a work order. All of the information from the quote will be transferred to the work order automatically.

Go to Accounting.

Under the Quoting Heading, choose Quotes List.

Search for the quote you want to convert to a work order.

From the order contextual menu, choose Convert to a Work Order.

To see the work order you just created:

Go to Accounting

Under the Work Orders Heading, choose Work Orders.