- Open an existing price quote. If you cannot find it, see Search for orders.
- Click Create Order.
- On the Copy Products from Order pop-up that appears, select the Products and details that you want to pull from the quote into the new order, and then click OK. The quote remains unchanged.
- (optional) Modify the order, including product quantities, pricing, freight changes, etc.
- Click Save. The Final page opens.
Print the Sales Order.
On the Print Options panel, located in the middle right section, review what prints on the quote.
The Sales Order is intended to be used in the warehouse as a pick sheet.
To fax or email the quote, click Send, and then complete the Send Document form that appears.