Creating an Order from an Estimate Follow
Once the customer has signed off on the Estimate, you do not need to re-key in information to create an Order. Simply go to the Estimate and select the Export to Order button:
You will be prompted to accept the creation of the new order:
As a result, your screen will change from the Estimate Details screen to the Order Details Screen. All of the information from the Estimate will export into the Order Details.