This feature lets you turn a quote into an order, sell the order items over time, and track what you’ve sold. The order will remain open until all items are purchased or you manually close the order.

When a quote becomes an order, the item quantities and prices are fixed, and cannot be changed. This safeguard ensures that a customer always receives the quoted price for an order item, and that this price is only good for the quoted amount. If additional amounts of an order item (beyond the quoted quantity) are added to an invoice at the time of purchase, the current price will be used.

Turn a quote into an order

To create an order from a quote, in the Invoice/Quote module, recall the quote, and then, on the bottom ribbon of the module, then click F5 Order Manager.

Convert a quote to an order using F5

The tab name will change to Order Manager, and all items on the original quote will become order items. An order item shows the original order amount and will track the number of items sold. To complete the transition from quote to order, you must sell at least one item. If you are not ready to make a sale, close this view, and the quote will remain so you can make the transition to an order later.

After a quote becomes an order, the quote details are final and cannot be altered. This means you cannot add or remove order items, or make changes to an item’s quantity, price, or Net status.

Tip: When an item’s Net checkbox is selected, the item cannot receive a discount on a customer’s monthly statement.

Order Manager viewer

Recall the order to view and sell items

To recall an order after it is created, in the Invoice/Quote module, click Recall Transaction, and then select Quote – Order. Active orders are identified by a green checkmark In the Order column.

Recall an order

Use the order tools

When you open an order, three tools appear on the bottom ribbon.

  • Displaying Open | All
  • Item History
  • Auto-fill Quantity

Displaying Open | All tool

When you click F4 Displaying Open | All, you can switch your view between a list of all order items and a list of items that have not been fully sold. For example, in the Displaying Open view, only items with a Sold quantity less than the Quote quantity are shown.

Displaying Open or All tool

Item History tool

When you highlight an order item that has been partially or fully sold (Sold quantity greater than zero), the Item History feature becomes available. Click F5 Item History to open an Item History window that contains the item’s sale history for that order.

Order History window

Auto-fill Quantity tool

When you highlight one or more order items that have not been fully sold, and click F6 Auto-fill Quantity, the Quantity value will be set to each order item’s unsold amount. In the following image, the highlighted item has a Quote value of 20 and a Sold value of 2. Therefore, the Auto-fill Quantity feature set the current sale Quantity. The remaining number of items that can be purchased at the order price.

If you manually enter an order item quantity that exceeds the unsold order amount, the quantity is automatically reduced to the unsold number.

auto-fill quantity tool

Add additional items to an order purchase

You can add additional items to an order invoice before you complete a sale. These items are added below a line with this text: Items below this line are not part of the managed order.

Adding non-order items to an invoice

When you complete an order purchase, the receipt includes the order information.

When all order items are purchased, the original order is deleted. If the customer has completed their purchases from the order, and some unsold items remain, you can manually delete the order. To do this, in the Invoice/Quote module, click Recall Transaction, and then select Quote – Order. Select the order that you want to delete, and then click Delete.

Recalling a quote

When the Order Manager feature is installed on your system, it will be available to you automatically. No set up is required. Just look for Order Manager to appear on the bottom ribbon when you recall a quote.

If you have questions or suggestions about this information, contact

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 5/18/22