--- title: "Converting a Quote to an Order" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31099972/Converting%20a%20Quote%20to%20an%20Order" format: markdown --- To convert a quote and accept it as a Sales Order, perform the following: 1. From the ProStix Main Menu select 'Sales Order Processing' , then 'New Quote'. 2. Enter to the 'Customer No.' field, then type in the customer number, or select to search for the appropriate customer number. Note : If national contracts exist, from the 'Select Contract' screen, select the contract, otherwise select to proceed. 3. If the Sale is GST exempt or the Discount Group requires amending, then update the 'Order Details' screen, otherwise select to continue. 4. Select the appropriate Despatch Method via the 'Despatch Method' screen. 5. Update the 'Delivery Details' screen, then select when complete. Note : By default, the customer account address is auto-populated. 6. Type ' Yes ' to confirm the delivery date. 7. Type, scan or search for a product number from the 'Product No.' field, then select the appropriate product. Select to search as required. 8. Type in the quantity (defaults to 1), unit price or discount % if required, or select to process the product with the default values from the original Product Master File. Repeat this step for all products being sold. Note : Overriding the default unit price and/or providing a discount percentage will adjust the customers sale price. 9. As appropriate: i. Select to add a new comment when the cursor is at the 'Product No:' field. ii. Select to access the Order review mode, then select to change sales lines (that is, pricing and quantities adjustments),or select to delete sale lines. iii. Select to end the transaction. 10. If required, use the Options menu to update/maintain the Quote. Refer to the 'SOP Quote Options' collapsible link below for an explanation of these options. 11. If the quote requires repricing, select option ' Repricing' . 12. Select 'Print Quote' to output to desired destination. For example, email, fax, or print. 13. To turn the Quote into a Sales Order, select 'Accept Quote' from the Options menu. The transaction number remains the same but the status changes from 'quote' to 'order' . For how to accept/reject at a product line level, refer to Quote Acceptance & Win-Loss at Line Level 14. Select to exit.