When you convert a quote instead of creating a new sale: you save time (you don't re-enter products and quantities) / maintain consistency (quoted prices are respected) / have traceability (the sale stays linked to the original quote) / and you can analyze conversion rates in reports.
Open the quote
Go to Quotes and find the quote approved by the customer.
Click Convert to sale
In the quote details, click Convert to sale.
Review and adjust
The pre-filled sales form opens with: the quote customer / all products with quantities and prices / applied discounts.
You can modify it before confirming: add or remove products / adjust quantities / change the payment method.
Confirm the sale
Complete the payment and confirm. The quote automatically changes to Converted status.
What if the quote expired?
You can still convert it, but keep in mind: prices may have changed / stock may not be available / review it before confirming with the customer.
Partial conversion
If the customer only wants part of the quote:
Convert the quote
In the sales form, remove the products they don't want
Confirm the sale
The original quote remains as a reference
