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Converting a Quote to an Order
Converting a Quote to an Order

This guide will cover the steps to convert any quote to an order.

Hunter Kelly avatar
Written by Hunter Kelly
Updated over a week ago

This guide will cover the steps to convert any quote to an order.

In, Orders can only be created by collecting payment-in-full for the items on the quote. There are numerous payment methods that can satisfy this requirement. Financing agreements are considered to be in-full payments and will also satisfy this requirement.

The lone exception to the rule is what is called a Credit line. Credit lines can be set up for specific clients by management and that credit line balance can be used to process any outstanding quotes into orders. The client will then be able to pay off the credit line created on the order at their convenience. Credit lines will be covered in greater detail in a separate guide(Link Here)

Additionally, we have provided a guide for processing a payment with each payment method here. (link here)

For this guide, all payment methods will be treated equally.

Start by opening a quote that is ready to be paid for by the customer and scroll to the bottom of the page. View the bottom right of the page where the totals are displayed.

Confirm all charges with the customer before processing any payments. Now is the best time to correct mistakes of any kind.

Select the “Add+” button to open the payments processing screen.

The next steps will vary greatly depending on the specific payment method being used. (link Here)

For this guide, we will use the most common payment method. The screenshot above is set up to demonstrate what our next steps will look like. Before processing any payments we will cover the basics of what is shown in the above screenshot.

The various methods are shown on the left.

The balance due is shown in the upper right-hand corner.

Some of the payment methods on the left will be accompanied by additional category style options. (see below)

For our current example. We can see “Blockchyp” is selected. This is the integrated credit card processor and is how most payments are processed. The Blockchyp option can be used to make a payment in person with a physical terminal or over the phone. Additionally, the integration with Blockchyp allows the customer to pay their balance due from home by using the Email Invoice feature.

The selected category will be shown in blue.

Continuing with this example. We can see that Credit card is selected.

Then select the terminal. Only the terminals at your store will be shown in the drop-down list.

The date will be automatically filled in with today's date. Most transactions will not require you to edit the date in any way. Some transactions will need to be backdated. These instances are most common during the onboarding process to

The Amount box is next and the desired payment amount will be entered in this box. The max payment stat indicates the limit the customer can pay using that payment method. Credit cards have a lower limit than most other payment methods due to the fee structure surrounding large credit card payments. If the total balance due is under the limit the Max payment stat will display the balance due. (see below)

The green buttons on the right will auto-fill commonly used amounts if clicked.

Notes can be entered with every payment. This is not required but may be situationally useful for some payments.

Finally, once all details have been entered and verified click the “Apply Deposit/Payment” button.

If the balance has been paid in full then the page will show a loading bar and the Quote will convert to an Order. The payment will be listed at the bottom of the order and the balance due will show $0.

This Order is now ready to claim the inventory pieces which will be continued in the next guide. (Link Here)

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