Converting an Estimate
In NetSuite, estimates and quotes are used interchangeably.
When a customer agrees to the estimate’s terms, make required changes, and then convert the estimate into a sales order, invoice, or cash sale.
To convert an estimate into another transaction:
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Go to Opportunities > Transactions > Estimates.
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Click View next to the estimate you want to convert.
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Click one of the following buttons to create the required transaction:
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Sales Order
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Cash Sale
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Invoice
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When the new form opens, enter any changes, as required.
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Click Save.
When multiple sales orders are created from a single estimate that has a one time only usage promotion, NetSuite ignores the usage limits. The promotion will be repeated for the same customer on each of the sales orders created from the estimate. When you make a copy of an estimate, instead of creating a sales order, NetSuite respects the one time only promotion usage limits . A notification informs you that you cannot apply the promotion. For more information regarding promotions, see Promotions.