Task · Quotes

Turn a quote into a real order

Turn a saved quote into a pending order the buyer can pay.

3 steps · About 2 minutes

1. Open the quote from the Quotes list

   Your eventShareQuotes

   go.tito.io/acme/summer-fetes-summer-fete/admin/quotes

2. Open Actions and select Convert to order

   This checks availability again, and re-checks any discount the quote was given.

3. If the discount has expired, confirm Convert at the new price

   Converting always asks first when the total has moved, and asks again if it moves before you confirm. The prices you quoted are fixed, so a ticket type whose price changed since still converts at the quoted price.

   Conversion is blocked while anything on the quote is unavailable.

   That covers a ticket type taken off sale or deleted, stock that has run out, and a session time that's full or gone. Put it back on sale or free up stock, then convert again. You can't edit a quote, so the other way through is to cancel it and quote again.

   A quote sent for approval can take its purchase order here.

   Under Approval on the quote, select Record purchase order…, type the number the approver sent you and select Record and convert. If the order can be paid by invoice, the invoice is issued to the customer the quote was made for, with the number on it.

   To convert without a number, open Actions and select Convert without a purchase order instead. If something on the quote has become unavailable, it stays waiting for approval.

   You get an ordinary pending order.

   It can be paid any way a pending order can. A quote with nothing to pay skips the payment step entirely: converting it issues the tickets and sends the confirmation email right away, like a free registration.