How to Convert Several Quotes to Orders at Once in EDGEBIC

EDGEBIC by User Solutions converts a batch of accepted quotes in one action: tick the rows, click Convert Selected to Orders, and each eligible quote becomes a manufacturing order. It is the end-of-day move for a shop that quotes more than it converts one at a time. This is the whole sequence, including what the summary is telling you and why the new jobs arrive unscheduled.

For the single-quote route, see how to convert a quote into a manufacturing order. Every task in this library is mapped on the EDGEBIC how-to hub.

Before You Start

• The quotes have been accepted by the customer. Conversion is a commercial decision the software does not make for you.
• Each quote carries a product and a quantity greater than zero, which is what makes it eligible.
• The quotes were simulated, so their estimated dates and costs are real numbers rather than blanks. See how to simulate multiple quotes at once.

Step 1: Narrow the Grid to the Batch

Open the Quote tab and filter to the set you are converting: by customer, by status, or by sales order. The filter matters more than usual here, because leaving every row unticked targets all eligible quotes in the current filter, which is a fast route to converting more than you meant to.

Step 2: Select the Quotes

Tick the row checkbox on each quote to convert. Alternatively leave them all unticked and let the filter define the batch, but only when you have confirmed the filter is exactly the set you want.

Step 3: Convert

Click Convert Selected to Orders in the toolbar. A confirmation dialog reports two counts:

Read both numbers before you confirm. The eligible count is the sanity check that your selection matched your intention.

Confirm, and a summary appears when the batch completes: how many succeeded, how many failed, and the first failures. A failed row never blocks the rows behind it.

Step 4: Check the New Orders

Each eligible quote produces one manufacturing order, named from its quote number, and the quote's status becomes Converted. The order carries the quote's product, quantity, due date, cost, unit price, customer, and sales order link, plus a note recording that it was converted from the quote along with any customer-facing and internal notes that were on it. That note is worth reading before scheduling, because planner guidance written at quote time usually lives there.

Double conversion is blocked, so re-running the action on a batch that already went through produces skips rather than duplicates.

Step 5: Prioritize, Then Schedule Once

Move to the Drive Schedule tab. The new jobs are in the grid with the Unscheduled badge and no capacity claimed.

Set priorities across the whole batch first, either by typing numbers in the Priority cell or by dragging rows into order. Then tick the new jobs and run Schedule and Re-Schedule once. Scheduling the batch in a single run is what lets the engine sequence them against each other rather than letting whichever job you processed first take the pick of the capacity.

What Changes When You Convert

How to Check It Worked

Open the Drive Schedule grid and count the new rows against the eligible count from the confirmation. Then check one order in detail: product, quantity, due date, and customer should match the quote it came from. After the scheduling run, compare the job's planned dates against the quote's simulated dates. They can legitimately differ if capacity changed between the simulation and the run, for example a holiday or downtime added in the meantime, and that difference is worth knowing before you tell the customer anything.

Common Mistakes

• Converting with a filter you did not check. With nothing ticked, the filter is the batch.
• Reading skipped as failed. An already-converted quote is a skip and is working as designed.
• Scheduling each new job as it lands. Run the batch once so the engine can sequence the whole set.
• Assuming the simulated dates are now promises. They are the quote's estimate. The plan is what the scheduler produces, and it is the number to quote back if it moved.
• Editing a quote's quantity after acceptance and before conversion. The order inherits what the quote says at conversion time, and the simulation behind it is then out of date. Re-simulate first.

See how quoting hands off to a finite capacity plan on the EDGEBIC product page.