Converting a quote to an order with Fab Pack RoofWright

Once you receive your order confirmation you can convert the quote to an order.

Open the quote in RoofWright.

At the top left of the ribbon bar there is a small triangle next to “Order Details”, left-click on the triangle and you will see and option to “Convert to Order”.

Select the “Convert to Order” option.

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Click “Yes” if you wish to convert the order (please note, if you haven’t previously saved the job it will do this for you on converting to an order).

The quote number is automatically also used has the order number, but you can enter you own number.

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You will be prompted with a confirmation message when the quote has been converted to an order.

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