The Convert quotes option is used only with pro forma orders. It is the second order processing stage for pro forma orders following the Print quotes stage and automatically converts pro forma orders to actual orders.
You determine which order type pro forma orders convert to in the Convert to Order Type field on the Order Status Defaults window (from Orders, select Set up module, and click Order Staging). A converted order then enters the staging process at the correct order processing stage defined for that order type. The Convert quotes option does not generate printed data.
To convert quotes
1. Complete the Print quotes order processing stage for the pro forma order you want to convert. See Printing Sales Quotes.
2. From Orders, select Process orders > Convert quotes to open the Convert quotes window.
3. Select the order(s) you want to convert. To edit an order before converting it, double-click the order to open it on the Order Entry window.
4. Click Convert. A message displays prompting you to confirm converting to the appropriate order type.
5. Click Yes to convert the quote(s) to the appropriate order type. The Convert quotes option does not generate printed data.