To convert an offer into an order, change the offer status to WON. Once an offer has been won and its status has been changed, it is converted into an order, which is created automatically in pixi* Customer Service. The number of the created order is displayed in the offer header. Order numbers created from offers have an A prefix (example: A237465).Note: After the offer has been converted into an order, it is not editable anymore (you can still add notes and offer line comments).
The following information is transferred from an offer to a customer order:
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Offer header and General tab data to order header and order General tab:
Offer type > Order Type
Comment for customer service > Shop comment
Lock customer order > Customer lock
Offer discount (gross discount for B2C offers and net discount for B2B offers) > Voucher amount
Payment type > Payment
Shipping vendor > Shipping Vendor
Shipping costs (gross cost for B2C offers and net cost for B2B offers) > Shipping costs
Shipping date > Shipping date
Shipping location > Location
Lines total > Orderlines Total
Gross amount to pay > Order Total
Billing Information > Billing details
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Offer lines to order lines:
Item Name > Item name
Quantity > Q
Gross Price > Gross Price
VAT (%) > VAT %
Net Price > Net Price
Item Discount > Discount
Final Gross Price > Final Gross Price
Final Net Price > Final Net Price
Gross Total > Gross Orderline Total
Comment > Item Note
Shipping and Billing address > Shipping details and Billing details
Notes are not transferred to the order.
All data is copied from the offer and any additional changes to the order are not displayed in the offer. Status of the newly created order is set according to the payment type transferred from the offer. User that converted the offer to the order is written in the order line history.
The initial status of the order lines depends on the selected payment type (check pixi* Control Center > Payment Types table > Order Status column).