Create an Order for a Supplier from a Quote
In this article we take you through the steps in creating an order for a supplier from an existing quote.
In this example we are creating an order from a quote and have limited the order to a single supplier as per our subscription settings. To set this up in your subscription follow the steps in this article - Limit Order to a Single Supplier
In this example we are creating an order from a quote and have limited the order to a single supplier as per our subscription settings. To set this up in your subscription follow the steps in this article - Limit Order to a Single Supplier
Also see, Create an order for a Job
Note: You can also create an order via Jobs - see bottom of article for steps
Step 1: Navigate to Orders and select Add, or quickly add an Order via Quick Actions
Step 2: Select Using Quote
Step 3: Select the Quote and OK
Step 4: Select Materials then OK
Step 5: Fill in Order form then select Save
As you can see below, the Order has now been created. Select Send under Preview & Send if you wish to send to your Supplier.
Create a Order using a Quote via a Job
Step 1: Navigate to Jobs, All Jobs and select a Job
Step 2: Select Orders and Add
Step 3: Select Using Quote then continue from Step 3 above
