What types of other financial documents can I convert a Material Order to?

Not only can you convert an Estimate to a Material Order, but you can also create a Material Order and convert it to other Financial documents.

To convert a Material Order:

• Open a Material Order
• Click on the 3 dots in the top right of the description panel
• Hover over "Convert to"
• Select any financial document

This is also available within the Material Order panel under the Financials tab.

The different documents you can convert a Material Order to are:

• Work Order
• Estimate
• Invoice