Convert Quote To Order |
  
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When a patient is ready to purchase an item for which they already have a Quote or HSP Claim Quote (Australia only), users can convert the details of that quotation into an order (purchase order to the manufacturer). For more information on Orders, see Orders (SALES, REPAIRS & ORDERS > ORDERS.)
Select the patient and enter either the quotation number or use the search window to open the quote details.
Once the details are selected, a window showing the products originally associated to that quotation will appear. Indicate with a check mark which products are to be ordered (and from which vendor) in order to create the order.
To order a product from a selected Vendor at a specific COST LEVEL, use the drop down list to assign the COST LEVEL for this order. Cost levels are maintained within Product Cost Level Codes (CONFIGURE SYSTEM SETTINGS > INVENTORY > PRODUCT COST LEVEL CODES) *NOTE the COST LEVEL may default automatically IF the Vendor within Vendor Information (ACCOUNTS PAYABLE > VENDOR INFORMATION) has been set up to only use a specific COST LEVEL.
The EXPAND/ CONTRACT icon allows the rows for each product to be expanded to see more information or contracted again to see less information.
Press CONTINUE and the option to print the order will be offered.
You will be asked if you wish to convert the quote details. Answer YES to convert the quote details into the order.
Press EXIT to close the window.