Overview

Converting a quote into an order in CaterZen is a simple process that ensures your customer’s request moves smoothly from proposal to confirmation.

Accessing the Quote

There are three ways to locate an existing quote:

From the Overview Tab

  • Click Overview and select View All Quotes.

  • Find the quote you want to convert and click the View This Quote icon under the Action column.

From the CRM Tab

  • Go to CRM and search for the customer or company.

  • Open their record and click the Quotes icon.

  • Locate the quote and click View This Quote.

From the Calendar Tab

  • Open the Calendar tab.

  • Quotes appear in purple on the calendar.

  • Click the quote to open a pop‑up, then select the link to view the quote.

Converting the Quote

  • Once viewing the quote, open the Quote Function drop‑down menu.

  • Select Convert This Quote to an Order.

     

  • You will be taken to the Order Entry tab, with a green banner indicating the quote is now in the cart.

    

  • Review the details and make any necessary changes.

  • Scroll to the bottom and click Place Your Order.

Optional: Rebooking Reminders

If the anniversary reminder feature is enabled, a pop‑up will appear asking if you’d like to create a rebooking reminder. This can be used to:

  • Follow up months later for future events.

  • Call the customer the day after the order for feedback.


Confirmation

You’ll know the conversion is successful when the Order Details page appears with a unique Order ID number and a green confirmation box. 

Conclusion

Converting a quote into an order streamlines your workflow and ensures all customer details are preserved. This process allows you to quickly turn opportunities into confirmed business while keeping your records organized.


For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.

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