Book a quote

Booking turns a quote into an order. The order holds the stock for the dates and makes the delivery and pickup jobs. The quote stays as the record of what was accepted.

Book a quote the client has not signed online

1. Open the quote and make sure it has an Event date.
2. Press Convert to order.
3. Read the checks. Stock ticks itself when nothing is short. Tick that the crew and trucks can cover it, and that the venue, delivery and pickup details are confirmed.
4. Press Convert to order in the window.
5. The new order opens with the payment-link email ready, so you can ask for the deposit next.

Book a quote the client signed

1. Open the quote. A box at the top says who signed it and when.
2. Read the same checks and tick them.
3. Press Approve and create order. Or press We can't take it to decline it; the client's link then says the quote is closed, and nothing is sent to them.

Good to know

• The order takes the quote's number with a new start: Q-1015 becomes SO-1015. Its delivery and pickup jobs follow the same number. No number is ever used twice.
• If a short item is booked anyway, it is overbooked. The check names what is short so you can sub-rent it first.
• Which checks are asked is your company's choice: the Booking asks settings under Settings, Sales, Orders, Booking.
• Once booked, the quote is locked and shows Open order. Make any change on the order.
• The order carries the items, prices, addresses, notes and the 3D layout over from the quote.
• With Signed quotes book themselves and take the deposit on, a signed quote that is fully in stock books itself. See Sign and pay.

If something goes wrong

• It says to set the event date before converting. The order needs the event date to hold stock. Set it under Event details.
• It says the quote has no delivery address or no distance yet. Add the address and pick it from the suggestions, or set the order type to the client picking up.
• Convert to order is missing. Your role cannot create orders, or the quote is signed (use Approve and create order in the box at the top).
• The review says the quote changed since it was signed. The total no longer matches what the client signed for. Talk to them before booking.