How do I convert an estimate into kit order?

Updated on July 14, 2020 07:39AM by Admin

The Estimates App is a simple way to provide sales quotes to your customers. You are able to track sales opportunities, generate estimates for them, and then convert this estimate into an invoice or work order once completed.

Steps to Enable

  • Login and access the Estimates app from the universal menu.
  • Click on the More(...) icon and select the Settings.

  • In the Settings page, click on the Estimates and select the Conversion.

  • From the Conversion page, you can view the standard and customer conversion.
  • Enable the Toggle for Allow conversion from estimates to Kit Order.

  • By selecting the Custom conversion, you can view and map the attributes of the Estimates with the Kit orders attributes.
  • Click on the Mapping button.
Custom Conversion

  • In the Mapping page, you can also associate the objects like Tasks, Events, Emails, Notes, and Call Logs.

  • You can map the Kit orders attribute with the Estimates Attributes by selecting the attributes in the Select Attribute dropdown.
  • Once the mapping is done, click on the Update button.

Steps to Convert Estimate into Kit Order

  • Create a new estimate or select an existing estimate to be converted.
  • Click on the Convert button and choose the To Kit Order option.

  • You will be directly redirected to the created Kit order page with the auto-populated mapped attributes from the estimates app.
Create Kit order

  • Then, click on the Create button at the bottom of the page.

  • The Kit Order will get created.
KO Created

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