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.

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