Create order from quote

  1. Select Sales - Quotes.
  2. Select the quote you want to create an order from the list under Quotes in progress.
  3. Select Actions - Convert to order to create an order based on the information from the quote.

Add an article line by pressing Enter or clicking on the plus button at the end of the article line. Delete an article line by clicking on the minus button. To add a text line, click on Add new text row. You can change the order of text and article lines by clicking on the three dashes and using drag and drop to move the line where you want it.

  1. Do one of the following when you are finished with the order:
Send order confirmation by e-mail The order is automatically sent to the email address specified for the customer in the customer register.
Create order confirmation PDF The order opens as a PDF and can be printed out.
Save draft The order is saved under Drafts.

Related topics

Orders
Create order
Create order with ROT/RUT deduction
Copy order
Create a back order
Complete order
Print a delivery note
Create invoice from order
Create article
Add/change or delete logotype