To convert a quote to an order or purchase from the Purchases Register
If you haven't already read the Purchases Overview, see Changing, removing and reversing purchases for more information.
The Quotes view of the Purchases Register window should be displayed.
- Select the Quotes tab, if it isn't selected already.
- You can find quotes for one supplier, select Supplier in the Search By field, then enter the supplier's name in the second field.
- Enter a date range in the Dated From field.
- A list of purchases will appear. Highlight the quote you want to convert.
- You have two options:
- Click the Change to Order button if you want to convert the quote to an order. An order will appear in the Purchases window.
- Click the Change to Purchase button if you want to convert to a purchase. A purchase will appear in the Purchases window.
- Review the information in the Purchases window. You can change or add information, if you wish.
- Click Record. The new order or purchase exists in MYOB Accounting Plus and the original quote remains in the Purchases Register.