When a customer accepts your estimate or quote and you plan to create orders from it, change the estimate/quote into a bid. A bid cannot be changed or repriced. You can change the bid back into an estimate/quote if you need to make changes to the original estimate.
On the POS Header Screen, display the quote/estimate you want to change to a bid.
In the Bid? box, type Y.
Press Change.
Proceed to the topic "Creating an Order from a Bid."