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Converting a Quote to an Order»The "Sort By" function on the …
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Last modified on 8/14/2015 12:19 PM by User.

The "Sort By" function on the "Create orders" screen

(See Customer Directed Change Orders for more information.)

When converting a quote to an order, the “Create Order(s)” screen appears. Users can then go to the Bill of Materials tab to see the lines that will be converted to the order.
By default they will be sorted in “Line Number” order. Using the Sort by drop down, users can change the order of lines by other criteria.

There are 3 options in the sort by drop down menu:

  1. Line Number - This separates the fixtures by the quote line numbers, keeping the lines as they appear on the quote.
  2. Fixture Type/ Manufacturer - This will combine or group like fixture types, and then show the listing by Manufacturer (if more than one).  Note: Part numbers and pricing must match for the lines to combine.
  3. Manufacturer/Fixture Type - This will combine or group all the lines by manufacturer, then combine or group them by the fixture type.  Note: Part numbers and pricing must match for the lines to combine.

Example: