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Convert A Quote Into A Sale or Special Order

Once a quote is ready to be converted into a sale or special order,

    • Go to: Home > New (dropdown) > New Quote

 

    • Highlight the desired quote and select F8-Convert.

 

    • On the Convert Quote to Sale or Special Order? screen, select what you would like to convert the quote into.

 

    • Complete the transaction by selecting F5-Payment to accept payment.

Updated on January 17, 2025

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