Overview
Converting an active sales order back to a quote pauses fulfilment while keeping the order's line items, pricing, and contact details intact. It's useful when work needs to be put on hold, a customer cancels, or quote-only actions (such as sending an updated Quote or Proforma Invoice) are needed.
👥 Access Permissions
Only users with permission to create quotes and sales orders can convert orders back to quotes. Review user roles before granting access.
📍 Location in the app
Global Search > search and select an order >
OptionsSales>Sales Orders> select an order >OptionsSales>Customers> select a customer > search and select an order >Options
Convert from Submitted status
Ensure the order is not in Draft status.
Go to
Options>Convert to Quote.In the confirmation pop-up, select
Convert to Quote.
Convert from Draft status
An order in Draft status must first be returned to Submitted before it can be converted.
Select
Update Orderto save changes and return the order to Submitted status.
Go to
Options>Convert to Quote.In the confirmation pop-up, select
Convert to Quote.
📝Notes:
The order number remains the same after conversion.
When an accounting integration is connected, the order is also converted to a quote in the accounting package.