Converting a Quote to an Order

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Once a Quote has been accepted by all parties involved, you will want to convert it to an Order, which assigns it a PRO number and makes all related shipments available to Dispatch.

The Order is the primary record in Tailwind. For more about the relation between Quotes, Orders, Dispatches, and Invoices, see the Operations Overview.

Finding the Quote

First, you will need to find the Quote you wish to convert. Then, navigate to the Quote list and open the Quote record. If you have a lot of active quotes, you may need to use the search. (See Searching The ListView.)

Converting the Quote

Once the Quote is open, you should see a button labelled’ Convert to Order’ at the top of the record.’ Click the button to convert the quote.

Edit the Order

You should now see an order record based on the information in the quote – the general information, shipment information, and revenue items will all be carried over. You can look through the various tabs – General, Shipments, Revenue, etc. – to ensure the information is complete. If anything is missing, use the ‘Edit Details’ button to enter edit mode and make the necessary changes.

Adding Expenses – Orders vs. Dispatches

At this point, it is also possible to add some expenses to the Order itself. Generally, you will want to add most expenses – such as driver or carrier pay, toll fees, etc. – to a specific Dispatch rather than the Order. After all, most of the cost of transport happens in the actual transportation.

However, some expenses, such as sales commissions and some accessorial charges (like Lumper fees), are best tracked at the Order level. These will often be added automatically if you have set up your system to use Automatic Payables. If not, you will want to add them manually.

Once you have added any necessary expenses, the Order is complete and ready to go.

If more details come in concerning the order, you might want to Modify an Existing Order.

If you add multiple new shipments to the Order, you might want to consult Advanced Orders & Dispatching.

When you are ready to move the shipment, you will want to Dispatch the Order.

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