- Help Center
- Financials
- 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
This is also available within the Material Order panel under the Financials tab.
The different documents you can convert a Material Order to are: