Changing a Quote/Estimate to an Order or Special Order

Security bit 667 is required to execute the following procedure.

1. From the POS window, retrieve the quote/estimate.

2. With your cursor in the Customer field, click to display the Header Menu.

3. From the Header Menu, select Change Quote to Order.  A dialog box displays.

4. Click either "Save as Order" or "Save as Special Order," as desired. The quote/estimate is immediately changed into the selected transaction type.