Customer Order Quotes are just what they sound like. A customer wants to indicate a product or products he or she may want to special order, but she is not yet ready to go ahead and place the order. By adding said products to a Customer Order Quote, you can have the information handy, and when the time comes to turn the Quote into a full-fledged order, a simple click of a button will do it.
Access the Customer Order Quotes program directly from the Customer Order Find screen.
From the Customer Order Finder, click on the New Quote toolbar button. This will call up the Find Customer window. Select the customer. This will take you to the Customer Order Quote properties screen, which will look just like the regular Customer Order properties screen. From here, simply add the desired products, just as you would with a Customer Order.
The difference here is that you are creating a Quote, not an actual Customer Order. This will be reflected in the Order State field. Once the Quote is completed, the Order State will be assigned to "Quote."
When you are ready to convert the Quote into an Order, simply select the Quote in question and then click on the Convert Quote toolbar icon near the top of the screen. This calls up Convert Quote to Customer Order window, where you must choose how to handle the Add to TBO options and Vendor options. You also will be able to select an Order Type here, as well.
Once these parameters are set, simply click on the Convert Quote to Order button at the bottom of the window. The Quote is instantly converted into a Customer Order, and the Order State field will now switch to "Open."