To convert a quote to an order or bill from the Purchases Register

The Quotes view of the Purchases Register window should be displayed. (To find the Purchases Register window - Quotes view)

1. Select the Quotes tab, if it isn't selected already.
2. You can find quotes for one vendor, select Vendor in the Search By field, then enter the vendor's name in the second field.
3. Enter a date range in the Dated From field.
4. A list of purchases will appear. Highlight the quote you want to convert.
5. You have two options:

• Click the Change to Order button if you want to convert the quote to an order. An order will appear in the Purchases window.

• Click the Change to Bill button if you want to convert to a bill. A bill will appear in the Purchases window.

6. Review the information in the Purchases window. You can change or add information, if you wish.
7. Click Record. The new order or bill exists in MYOB AccountEdge and the original quote remains in the Purchases Register.

See Reviewing your purchase information for more information about working with the Purchases Register.