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.
Export to Order Version
Additionally, you can choose to "Export to Order Version". This setting lets users choose what job they would like to create a new version in using the current estimate. This feature also works from the multiple quantities tab.
This will open up a window where it displays open orders to choose to export.
After selecting an order to export, the following window appears, giving a confirmation that the order was exported successfully.
This article is identical to the one found in the Estimates Module section