Converting Quote to Sales Order; Copying Quotes and Sales Orders

This video explains how to use the Copy function to convert quotes to sales orders and duplicate sales orders or quotes. You can also copy to a different customer, making it easier to manage reorders and transitions.

• Click Copy on a Quote to convert it to a Sales Order.
• Use the Hyperlink to view the original quote from the new order.
• Click Copy on an Order or Quote to duplicate it.
• Change the Customer during copy to assign it to someone new.
• Use for Reorders or Conversions from quotes to active orders.