How do I Convert Estimate into an Order?

Updated on February 8, 2018 09:39PM by Admin

Estimate Apps allows the user to convert an estimate into an invoice or a work order. The conversion of Estimate into an Order leads to buy or sell Order at an assumed price. Hence the Order will probably have the following information.

  • The unique Order number and Order information.
  • Shipping or Invoice communication and Customer information.
  • Each line describes the product or item description with unit price and tax or company registration.
Lets follow the steps to convert an estimate into an order. Here we go.

Steps to Convert Estimate into an Order

  1. Log in and access Estimates App from your Universal Navigation menu bar. 
  2. Click on "By Status" and select "Created" from the Left navigation panel.
  3. Click on the "More details" icon for which you would like to convert into Order.
    created estimates
  4. In the Overview page, you will find the "Convert" button in the top right corner.
  5. Click on "Convert" button and select "To Order".
  6.  The Order creation page will be opened with the above mentioned Estimate details.
    create order
  7. Click on "Create" button to convert Estimate into Order.

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