Create a Quote from an Order

Sometimes you need to provide a customer with an updated quote based on a job already in production.

You can use the 'Create Quotation from this Order' function to create a quote from the order including the related recipes and grid information.

To do this, simple select the 'Create Quotation from this Order' menu item in the Tools menu at the top of the Order Details screen.

Confirm this is what you require in the popup dialog shown.

A log entry is added to both the Order and the new Quote referencing each other for transparency.

This feature is available from version 25.4.4 onwards.