Parts & Workshop Orders > Converting a Quotation into an Order

Converting a Quotation into an Order

Why:

If a quotation is accepted by the customer then it can be 'converted' to an order.

 

Where:

Open the Workshop Order View use the filter button  to locate orders with the status Quotation. Highlight the required quotation and right-click then select Quotation Convert to Order or from the menu bar select Order > Quotation > Convert to Order. Alternatively, in Parts Order View, open the quotation and from the details view, select Order>Convert to Order or select the Convert to Order button .

 

How to Change the Vehicle on Orders or Quotations:

After selecting the Convert to Order option users will see a window confirming the conversion and giving the order number. Click OK to display the Order Details window. If the customer is on stop a message window will be displayed and you won't be allowed to proceed with the conversion.

In the Order Details window, you'll notice that all details from the quotation have been re-created. Also at this point, if the quotation contains any parts, their stock levels will have been updated.

If the quotation contains a package, when converted the package quantities will be set to zero so that the parts can be confirmed when issued.

Before converting parts quotations, the system performs a series of checks and displays a Pending Parts Lines window listing any parts that are not available in stock as well as indicating superesessions, bulletins and associated parts.

Workshop quotations can also be merged into existing orders. Open the order then select Order > Merge Quotation. This will display a list of open quotations that exist in Fusion for the selected customer/vehicle. (If the quotation you want to merge is out of date, you'll need to amend the date of the quotation before you can proceed with the merge.) On the original order if the 'Customer Ref' and 'Remarks' fields are blank, they will be copied in from the quotation (if present). If on the original order these fields are already populated then they won't be copied from the quotation.

Once a quotation has been merged it no longer exists as a quotation. More than one quotation can be merged into an order.

 

What else would you like to do?

Parts Pricing.

If you would like to re-price a quotation, right-click on the quotation.

 

Related Topics:

Changing the Customer on an Order or Quotation.