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when converting a quote into a sales order within x3 the user can start by going into the sales order management feature and clicking on the new button the user will need to specify the site that is associated with the sales quote then at this point the user can come over to this tray in the left list titled quote selection upon clicking on that tray the user will be presented with a list of all the open quotes within the system at this point the user can select the quote that needs to be converted or for that matter only select the specific line items on the quote that should be converted and at that point all the particulars of the sales quote will impart default onto the sales order that is being created at this point in time the user is at liberty to update information on the quote the reference field can be updated from the rfq number to the customers purchase order number if theres anything that is to be changed relative to the quantity being ordered or the respective sales pri
