UPCOMING: Estimates - Void and Convert to Sales Order or Repair Order
We have a feature that allows you to void an estimate while converting that estimate to a Sales Order or a Repair Order. Here we will show you how to void Parts, Wholegood, and Service estimates without the need to manually reopen and void each estimate individually.
You can jump to each document type by click one of these links:
Voiding Estimates at Time of Conversion
To void an estimate while converting to invoice, first you will need to open the Parts, Service, or Wholegood Estimate. To find an open estimate, you will need to open your Estimate List.
Inventory Point of Sale Estimate
To find the Estimate List for your Inventory Point of Sale documents, you will click Inventory>Find>Estimate
Once there, a complete list of your open estimates will be displayed, along with filtering options to help you quickly locate a specific estimate. After identifying the desired estimate, simply double-click on it to open it in a separate tab.
When you have arrived at the estimate, at the top of the estimate screen, you’ll find a menu option labeled "Void and Convert to Sales Order."
When selecting "Void and Convert to Sales Order," a "Void Reason" dropdown list will appear. To proceed, choose an appropriate void reason to confirm the action—this will void the current estimate and generate a corresponding Sales Order. If you decide not to proceed, simply select "No" to cancel the process and return to the open estimate without making any changes.
Once you select a reason and click "Yes" your estimate will be voided, and the information will be copied over to a fresh Sales Order.
Wholegood Point of Sale Estimate
The process for Voiding and Creating Sales Orders for Wholegoods is nearly identical to the process for Parts. To find the Estimate List for your Wholegood Point of Sale documents, you will click Wholegoods>Find>Estimate
When the list of Open Wholegoods Estimates displays, find and double-click the Estimate you wish to view.
When you're ready to convert an estimate into a Sales Order, click the "Void and Convert to Sales Order" button. You’ll be prompted to select a "Void Reason" from the dropdown menu. Once a reason is selected, the estimate will be voided, and a new Wholegoods Sales Order will automatically open.
Example of the voided estimate.
And the resulting open sales order.
Service Repair Estimate
Once again start by finding your estimate, available this time in the "Repair Estimate List". To find the list, go to Service>Find>Service Estimate
Once you have found your estimate, double-click on it to open it in a separate tab.
At this point, you once again have the option to void the estimate during the conversion process. This time, the action can be performed by clicking the "Void and Convert to Repair Order" button located at the top of the screen.
You'll be prompted to select a Void Reason from the dropdown menu. Once you've made your selection, the estimate will be voided, and a new Service Repair Order will be created automatically.
If you select "No", no changes will be made, and the estimate will remain as is.
Below is an example of the voided estimate
And the newly opened Repair Order
