Description

This quick demonstration shows how fast and seamless it is to convert an estimate into a live customer order using your ERP system’s Copy Orders and Estimates functionality. After receiving customer approval by email, the user simply navigates through the Explorer menu, selects Copy Orders and Estimates, chooses Copy from Estimate, and enters the estimate number—without needing leading zeros. With one click, the system processes the request instantly and automatically generates a new customer order, in this example DC392, ensuring accuracy, speed, and error-free data transfer.
This streamlined workflow highlights how automated estimate-to-order conversion helps manufacturers and distributors reduce manual entry, accelerate order fulfillment, and improve customer responsiveness.

Keyword List

Primary Keywords

• Estimate to customer order

• ERP order processing

• Copy orders and estimates

• Automated order creation

• ERP workflow demonstration

Secondary Keywords

• Estimate conversion process

• Customer order automation

• Manufacturing ERP system

• Sales order management

• ERP data entry efficiency

Long-Tail Keywords

• How to convert an estimate to an order in ERP

• Fast way to generate customer orders from estimates

• Streamlining order entry with ERP tools

• Reducing manual entry in order processing

• Best practices for ERP estimate copying