: : Creating an Order from an Estimate

The most rapid solution is to create an order from your estimate. It allows you to retrieve the estimate information without having to enter it again.

Prerequisites:
- the estimate must be saved.
- the Automatic third party numbering parameter must be enabled from Tools > Setup > General setup > Company on your company. It enables the automatic transformation of your prospect into a customer.

  1. From your estimate, go to Edit > Convert the estimate to a sales order.
  2. In the successive dialog boxes, enter the automatic actions to perform:

The order is created and opens in a new tab.

The order (as well as all the orders generated by revision or reception, deliveries and invoices) is linked to the signed estimate, to which you can access from the History section.

Note: if the estimate's currency is different from the default currency (e.g. USD and not EUR), Akuiteo automatically uses the current currency (USD) in the order.