{"id":2322,"date":"2020-04-02T22:54:15","date_gmt":"2020-04-02T22:54:15","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=2322"},"modified":"2024-03-19T10:54:44","modified_gmt":"2024-03-19T10:54:44","slug":"how-to-convert-a-sales-quote-into-a-sales-order","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-to-convert-a-sales-quote-into-a-sales-order\/","title":{"rendered":"How to convert a sales quote into a sales order in the app"},"content":{"rendered":"<p>Sales quotes can be converted into sales orders by approving them. To approve a sales quote in the app, follow this process:<\/p>\n<ul>\n<li>Log into the Onsight B2B Sales app<\/li>\n<li>Tap on the \u2018Orders\u2019 module on the top right\n<li>Find the quote that you want to approve\n<ul>\n<li>You can use the search funnel to sort by quotes only\n<li>If you have your customer selected, only that customer&#8217;s quotes will display\n\t<\/ul>\n<li>Tap on the quote document\n<li>On your iPad or Android tablet you will see the \u2018Approve\u2019 button in the top right\n<li>On your iPhone or Android phone, tap on the 3 dots in the top right to see the \u2018Approve\u2019 button\n<li>Tap on \u2018Approve\u2019\n<li>Your sales quote will open in the cart view. You can either make some final changes or simply tap on \u2018Save and send\u2019 to approve your quote\n<li>A new sales order will be created\n<\/ul>\n<p>Note: A sales quote can only be approved once. An approved quote can no longer be modified.<\/p>\n<blockquote>\n<p>This article applies to the Onsight B2B Sales app that is available for iPhone, iPad, Android phone and Android tablet devices.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Sales quotes can be converted into sales orders by approving them. To approve a sales quote in the app, follow this process: Log into the Onsight B2B Sales app Tap on the \u2018Orders\u2019 module on the top right Find the<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2322"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=2322"}],"version-history":[{"count":6,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2322\/revisions"}],"predecessor-version":[{"id":3777,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2322\/revisions\/3777"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=2322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=2322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=2322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}