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: