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      Create an Order from Xero Quote

      This article will walk you through how to create an Order from an existing Xero Quote.

      NOTE: An Order from Xero Quote is only available on the plans with Accounting Integration added. For more information, click here: www.docketbook.com.au/pricing

       

      1. Inside the Orders page, click Create Order drop down button and select "New Order From Xero Quote"

      New Order Xero

      2. You will then be able to see and select the Xero Quote to create an Order from on Docketbook.

      Xero Quotes

      3. Once selected you will have a Draft view of your Order created from Xero. You can still make changes as you see fit. If all looks correct, you can click Send to complete the Order.

      New Order Xero created