You can convert a customer quote to a sales order.
- Go to the Dashboard Quotes Grid, and then click a specific Quote in the Order # column to view its details as described in Drill into KPI details on orders or quotes.
Once you select a quote, MobiOrder automatically loads that customer as the default customer for all other actions.
- Review the quote details. To see more information on a product, click that link in the Product # column. Details will open in a new tab, so you don't lose your place.
- Click Convert to Sales Order.
- Edit or update the Shopping Cart that appears, and then Check out as with any order. See Manage your shopping cart (MobiOrder) and Check out (MobiOrder).
