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June 12, 2023

Quote to Sales Order: Line Item Transfer

Sales Orders

You can now seamlessly transfer specific line items from a Quote to a new Sales Order, giving you more control over the items you want to include. This update will help you save valuable time and eliminate unnecessary line item deletions during the Sales Order creation process. Just pick the desired line items from the Quote that you want to go to a new Sales Order.

To do this, open a quote, set the status of the quote to "Won" and elect to convert the quote to a sales order. A new dialog window will appear listing all the line items on the quote. Each line item will be selected by default. Click on the switch next to the line item to unselect it.

You can convert the quote to a Sales Order as many times as you wish even after the quote is won.