How do I convert an accepted quote into a sales order?
What you'll do: On an Accepted quote, click Convert to Sales Order, enter the customer's PO number and date, attach the PO as proof, and click Create Sales Order.
Before you start
The quote must be Accepted, and you need the customer's Purchase Order (or equivalent) as a file to upload.
Steps
- On the accepted quote, click Convert to Sales Order. The slide-over opens.
- Enter the customer's PO number and PO date (today by default; future dates aren't allowed).
- Upload 1–5 proof files (PDF/JPG/PNG/EML, up to 10 MB each).
- Click Create Sales Order.
The new Sales Order is created in Draft with its own number (e.g. APEX-SO-FY26-000001), copying the customer, addresses, lines, and totals from the quote, plus your uploaded proof. The quote flips to Converted — which is permanent.
Good to know
- Converted is terminal. Cancelling the Sales Order later does not reopen the quote — to sell again you raise a new quote.
- There's no "New Sales Order" button anywhere; Sales Orders are only born from converting an accepted quote.