Overview
When a quoted job involves multiple parts and only some items are approved initially, splitting the Quote allows the approved portion to proceed—without creating a new Quote. This improves efficiency and maintains traceability.
👥 Access Permissions: only available to users with assigned permissions for accessing Sales Orders. Please review user roles prior commencing.
📍Where to find it in the app:
Global Search > search and select a Quote >
OptionsSales>Sales Orders> select a Quote >OptionsSales>Customers> select a Customer > search and select a Quote >Options
How to split a Quote
Ensure the Quote is not in Draft status
Go to
Options>Split OrderTick the box next to the line items to split and adjust quantities as needed
Click
Split Order, then confirm in the pop-up
📝Notes:
The split Quote will have a new Quote # and will be set to Draft status
Contact details are copied from the original Quote and can be edited as required.
How to locate the split Quote
Go to the original Quote and open the
Linked OrderstabThe newly created split Quote will be listed there.
📝Note: the split Quote is automatically linked to the original Quote for easy reference.