megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Don't miss out on our Question of the Week! You only have until tomorrow, April 9, 2026, 2:00PM ET to comment your answers.

Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Can you convert a sales order to a quote?

edited May 17, 2011 3:07AM in Accounting / ERP 6 comments

We used to use another system called Icode where if an order was not processed it could be saved as a quote. Is there a way to do that in Netsuite?

Sometimes we are taking an order and then the client decides he doesn't want to proceed with the order right away so we have to save it as an estimate but in Netsuite we have REDO the whole transaction again as an estimate.

It would be great if the "save" option will give you "save as an estimate" if you don't want to save the order.

Anyone knows if this is possible? it will only apply if the order is not approved or course

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders