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    How do I change a Quote to a Work Order, or a Work Order to a Workshop Job?

    Changing Order types

    This article describes how you can change a quote to a Work Order, and also how you can change a Work Order/Layaway into a workshop job:

    1)  Recall the order you wish to convert onto the transaction screen:

    2)  Navigate to the Actions menu at the top right hand side of the Point Of Sale screen:

    3)  Within the Actions menu, you will see a button for converting the order type.  In this example, we are converting a Quote to a Work Order and therefore the below button shows:

    If the original order was a Work Order or Layaway, the below button would be available instead:

    When converting to a Workshop Job, you will also be prompted to add notes and a reference to the job in the same way you would when creating a workshop job from scratch:

    Once the order has been converted, you can continue to process it in the standard way you would do for that order type.

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