Transactions & Reporting > Purchases (Money Out) > Purchase Orders and Quotes > Convert Purchase Quotes and Orders
Convert Purchase Quotes and Orders
You can convert purchase quotes and orders in the program into invoices, and purchase quotes into purchase orders.
To convert a purchase quote or
order into a purchase invoice:
- Open the list of purchase quotes or orders.
How?
- To open the list of purchase quotes:
- In the Home window, click Vendors & Purchases on the navigation pane.
- In the Tasks pane, right-click the Purchase Quotes icon and select Find Quote from the menu.
- To open the list of purchase orders:
- In the Home window, click Vendors & Purchases on the navigation pane.
- In the Tasks pane, right-click the Purchase Orders icon and select Find Order from the menu.
- Select the transaction you want from the list and click Select.
- Click the Convert button and select Convert Purchase Quote or Order to Purchase Invoice.
- In the Payment Method box, select a payment option.
- In the Invoice box, enter the purchase invoice number.
- In the Quantity column, enter the number of goods or services you are buying.
- Select either Process or Print & Process.
To convert a purchase quote into
an order:
- Open the list of purchase quotes. How?
- In the Home window, click Vendors & Purchases on the navigation pane.
- In the Tasks pane, right-click the Purchase Quotes icon and select Find Quote from the menu.
- Select the quote you want from the list and click Select.
- Click the Convert button and select Convert Purchase Quote to Purchase Order.
- Make any required changes to the order.
- Select either Process or Print & Process.