How to create a Work Order from a Customer Quote

To create a Work Order from a Customer Quote, you must first locate the Quote from which you want to generate the Work Order.

Please note that in order to perform this task, the Customer Quote must be 'Service' type. This is because 'Sales Quotes' are converted into Sales Orders, while 'Service Quotes Items' are converted into Work Orders

Once you've found it, click the arrow on the left, which will display a menu containing the part or parts associated with that Customer Quote.

Once the menu showing the parts is expanded, click on the three-dot menu that appears on the right, where you will find a new option to create a Work Order.

Note also that the part number included in the Customer Quote will appear as the main part number of the new Work Order