There are situations where a dealership needs to convert an active Customer Order back to a Quote — for example, if a Customer Order was activated by mistake, or if a customer initially agreed to proceed but then changed their mind and the dealership wants to preserve the quoted prices on record.
How It Works
Every Customer Order has a Set as a quote toggle. When this toggle is OFF, the record is an active Customer Order. To revert it to a Quote, turn the toggle back ON.
For example, if a Customer Order was activated in error, turning the Set as a quote toggle back to ON converts it back to Quote status.
Exceptions: When a Customer Order Cannot Be Reverted
There are several situations where an active Customer Order cannot be changed back to a Quote. Reverting is blocked when any of the following conditions apply:
A deposit has been receipted against the Customer Order.
Items have been paid for and checked out, and an Invoice has been issued.
Line items in the Special Order section have been ordered or received. All Special Order line items must have the status REQUIRED — meaning no Vendor Order (VO) has been submitted or received for them — before the Customer Order can revert to a Quote.
Technician Job Clocking entries have been processed in the Service Job section of the Customer Order.
For a Customer Order that includes a Unit Deal, the Unit Deal must still have a status of QUOTE.
