When you add a quote into FoodStorm, you can quickly convert the quote into an order saving a lot of time on order entry.
- On the Orders page click on the quote in the table.
- Click on the Approve button.
- In the Approve Quote page make any further changes if required
- Click Save and the quote is now a confirmed order.
Converting an order into a quote
Under some circumstances it is also possible to convert a Customer Order into a Quote, as long as the following conditions have been met:
- The order is not invoiced
- The order has no payments
- The order has not been exported to your accounting software
To convert an order into a quote:
- Locate the order via the Orders page.
- Click the Copy button from the Order Menu Bar.
- Click Convert to Quote.
- The Edit Quote page is then displayed, allowing you to make further changes if requored.
- Click Save and the order will be converted into a Quote.