Quotation to Sales Order
The Quotation to Sales Order screen turns an accepted quotation into a confirmed Sales Order. It carries the customer, items, prices, discounts and tax across untouched, so the order the customer receives matches the offer they agreed to.
Where to find it
Open a quotation from the Quotations List and choose Sales Order from the action menu, or use Sales Order on the Sales Quotation View. The order entry form opens with everything pre-filled.
What carries over
| From the quotation | Onto the order |
|---|---|
| Customer & Branch | Copied unchanged, keeping the order tied to the party you quoted. |
| Line items | Every item, with its quantity and unit. |
| Prices & Discounts | Copied exactly, so the customer is charged what was offered. |
| Price List / Sales Type | Copied, which preserves whether prices are tax inclusive or exclusive. |
| Sales area & Sales Person | Copied, keeping analysis and commission attributed correctly. |
| Delivery address & Shipping Company | Copied from the quotation's delivery details. |
| Comments | Carried across onto the order. |
What you should check
The form opens pre-filled but fully editable, and a few fields deserve a look before you submit.
| Field | Why it matters |
|---|---|
| Reference | A new reference is generated for the order. It is not the quotation number. |
| Date | Defaults to today, not the quotation date. Item pricing resolves against this date. |
| Required Delivery Date | The quotation's Valid until date does not become the delivery date — set what the customer actually expects. |
| Deliver from Location | Confirm the warehouse, and check the quantity on hand now rather than when you quoted. |
| Prices | If the quotation is old, re-check the rates before committing to them. |
An expired quotation can still be converted — the Valid until date is informational, not a block. If the quote has aged, confirm your costs still support the price before turning it into a commitment.
How to convert a quotation
- Open the quotation from the Quotations List.
- Choose Sales Order from the action menu.
- Review the pre-filled form, especially the dates and the delivery location.
- Adjust quantities or prices if the customer agreed to something different.
- Place the order.
What happens to the quotation
- The quotation is not consumed. It stays on file as the record of what you offered.
- Its status moves to Ordered, or Partially Ordered if you converted only some of the quantity.
- The Quantity Ordered column on the Sales Quotation View shows how much has been converted, so any remaining balance can be ordered separately later.
What happens in the background
Converting a quotation creates a Sales Order and nothing more. Like the quotation before it, the order:
- Posts nothing to the General Ledger. No revenue, no receivable, no tax.
- Moves and reserves no stock.
Value and stock only start moving at the delivery, and the customer is billed at the invoice.
Converting straight to an invoice instead
Where the sale is complete on the spot and there is no reason to schedule it, use Sales Invoice on the quotation instead. That produces the bill in one step rather than routing through an order and delivery. Choose the order route whenever delivery or billing happens later, or when you expect to ship in stages.
Related pages
- Quotation — create the quote
- Quotations List — find and convert quotes
- Sales Quotation View — check what has been converted
- Direct Sales Order — the resulting document
- Order to Delivery — the next step