Material Orders
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      3. Material Orders

      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

      Material Orders - Convert Material Order

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

      Material Orders - What can I convert a Material Order to?

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