Can I convert a quote to a job?
یہ جواب فی الحال صرف انگریزی میں شائع ہے۔
Yes. Once a quote is approved, you can turn it into a job, and once that job is done, turn it into an invoice, with Nassima carrying the same record through both steps.
Open the quote itself, in the Quotes section under Operations, and use the convert-to-job action there. It's a single confirmation step — there's nothing to choose on that screen. Whether it creates one job for the whole quote or a separate job per line item follows a setting for your whole business, not a choice you make quote by quote. Your team sets this once in Setup Studio:
- Single job, for quotes where the whole thing will be handled as one piece of work
- One job per line item, for quotes where different parts will be handled separately
Every quote you convert this way follows that same setting.
A job item created this way stays linked back to the quote line it came from, and that link only works within the same work order — a job item can't be tied to a quote item that belongs to a different work order.
New jobs land in the Jobs section under Operations. Turning a completed job into an invoice, including whether it's issued right away or left as a draft, is its own capability — covered under Create invoices from work orders, the same conversion this pipeline uses for that second step — and finished invoices land in the Invoices section under Finance. For everything else about a job once it exists, see Create a job. For the wider quote-to-cash picture, including collecting payment, see Estimate to payment workflow.
One approved quote, carried through to a job and an invoice, without re-entering the same work twice.
یہی سوال لوگ اور کیسے پوچھتے ہیں
- How do I go from quote to invoice?
- What is the quote-to-job-to-invoice flow?
- Can the AI create jobs and invoices from a quote?
اپنے ہی کاروبار پر آزمائیں
بتائیے آپ کے کاروبار کو کیا چاہیے، نسیمہ وہ نظام بنا دے گی۔
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