.
From the Keyop Menu, double-click 
.
The text-based (+) Special Programs screen opens. In the Enter Program
Request field, type E. The (+E)
Special Item Screen opens. In the Action field, type S.In the (+ES) Screen
From the Master Menu, double-click .
From the Keyop Menu, double-click .
The text-based (+) Special Programs screen opens. In the Enter Program
Request field, type E. The (+E)
Special Item Screen opens. In the Action field, type S.
The conversion option in the (+ES) Customer Item List Conversion screen lets you convert one type of item list to another type of item list. For example, if you have an existing quote and you need to create a contract with the same or many of the same items. This option lets you quickly convert the information from the existing quote into a contract with only a few keystrokes.
The system lets you include all the items from the original list, or you can view and confirm the items before you convert them. You can also create a quote, contract, or laundry list based on sales history. You can let the system search the sales history of a particular customer, the sales history in a particular sales journal, or the sales history in all sales journals.
You can perform the following conversions:
Converting a quote to a contract
Converting a quote to a Laundry List
Converting a contract to a quote
Converting a contract to a Laundry List
Converting a Laundry List to a quote
Converting a Laundry List to a contract
Converting an item's sales history to a quote
Converting an item's sales history to a contract
Converting an item's sales history to a Laundry List
See also: