There are two methods available for converting Quotes to Orders:

1. Flip the Quote record directly into an Order.
• The Quote record is not saved intact using this method.
2. Generate multiple Orders from a single Quote.
• The Quote record is saved using this method.
• This method is useful if you have Clients who frequently order the same (or a similar) set of Products.
• Activating the Marked column for line item entry will also activate the ability to generate multiple Orders from a single Quote.

This video covers the various ways you may pay a vendor without requiring a paper check.

Related Articles:

Enter a Voucher (i.e. Enter a Vendor's Invoice)

Pay a bill with an alternate Payment Type (i.e. Credit Card, ACH, Wire, etc.)

Set up an alternate Payment Type (i.e. Credit Card, ACH, EFT, etc.)

Any item that you include as a line item on a Sales Order, use in manufacturing, or Purchase for Inventory/stock must have a corresponding Product record. This applies to Service items and Freight/shipping methods as well. Products may be entered manually via the Inventory ➤ Products screen or can be imported using the supplied Product Import Template. When creating a new Product record, the following items are required:

• Part Number (must be unique)
• Product Name (not required to be unique)
• Product Class (cannot be changed once it is selected)
• Product Type (can be set according to the New Product Defaults on the Product Class record)

Before you begin:

• Make a Backup of your AcctVantage Data File.
• Download the Product Import Template here.