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How to Convert a Quotation to an Order

Steps to Convert a Quotation to an Order

1. Open Impact Designer Admin.
2. Select ”Production hub” on the navigation panel.

3. Tap on Quotation. The list of quotations will appear below. Select your desired quotation, and under the Action column, click the Three-Line Menu button.

4. A list of options will appear. Select “Convert to Order.”

► The quotation must be approved before converting it to an order.

You have successfully converted the quotation to an order!

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