---
title: "Creating customers, quotes and sales"
description: "Order Management Guide.. This article covers: Creating a Customer Creating a Quote Converting a Quote to a Sale Creating a Customer. Order Management From the left menu Navigation Bar, select Order M…"
url: "https://support.wheelhousemfg.com/article/lnj2pgxby2-creating-quotes-and-sales-real-thing"
category: "Order Management"
updated_at: "2025-06-11T18:43:35Z"
---

# Creating customers, quotes and sales

### Order Management Guide

[Wheelhouse Order Management Guide](https://www.youtube.com/embed/PNTg-lsY43g?feature=oembed)

This article covers:

[Creating a Customer](https://trestle.helpdocs.io/article/lnj2pgxby2-creating-quotes-and-sales#creating_a_customer)

[Creating a Quote](https://trestle.helpdocs.io/article/lnj2pgxby2-creating-quotes-and-sale#creating_a_quote)

[Converting a Quote to a Sale](https://trestle.helpdocs.io/article/lnj2pgxby2-creating-quotes-and-sales#converting_a_quote_to_a_sale)

### Creating a Customer

**Order Management**

1. From the left menu Navigation Bar, select **Order Management**.

<!--THE END-->

![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1718046895755/image.png)

1. Within order management, the **Customers** tab is selected.
2. Select the Customer dropdown button on the right side of the page and select an option **Dealer**. This is the most common customer type.

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![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1717607774537/image.png)

1. Fill in the required fields at minimum, then click **Done** to create the customer.

### Creating a Quote

Once a customer is created, a quote can be made.

1. From the Menu Navigation Bar, select **Order Management**.
2. Select the **Quotes** tab, and click **New Quote**.

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![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1717607695872/image.png)

1. Link a customer to the quote.

![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1717607880581/image.png)

Quotes can also be made under the **Customers** tab!

Second

1. Navigate to **Order Management** -&gt; **Customers tab** -&gt; on a customer select the **Create Quote** button.

![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1718209477630/image.png)

### Adding Items to Quotes:

1. Once a Quote has been created, the **items** tab will open by default, click **Add item**

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![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1716914214516/image.png)

1. **"Browse"** or **"Search"** for an item and select it.
2. Some items are configurable and require selections to be made before adding the item to the quote.

If the item is **not** configurable, it will automatically be added to the order.

![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1718144760755/image.png)

1. Once the requirements are satisfied, click **"Save & Close"**.

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![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1716915191092/image.png)

1. Review each tab within the quote and click **"Done"** when finished.

Files or notes can be added before adding the item

![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1717607926303/image.png)

### Converting a Quote to a Sale

1. Navigate to the **Order Management** menu -&gt; **Quotes** tab and find a quote to convert.
2. There are two ways to convert a quote to a sale:
   
   1. *First option*: Select the three-dot dropdown menu to convert to a sale.
   
   <!--THE END-->
   
   ![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1718146152191/image.png)
   
   1. *Second option*: Open the sale by double-clicking or selecting the **Edit** button, then select the three-dot dropdown menu to convert to a sale.
   
   ![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1718145474723/image.png)
   
   ![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1718145024364/image.png)
3. Select the items that were sold from the quote
4. Close or keep the quote open.
5. **"Convert"** when finished.

Multiple sales can be created from a single quote, although it's not typical

![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1718216868138/image.png)

1. A slide window receives confirmation that the quote was converted to a sale. Open the new converted Record.

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![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1718146485335/image.png)

1. Under the **"Items"** tab, add a **"Planned Ship Date"** and any other fields in the Sale if applicable.

Even after the quote has been converted to a sale, items, shipment tracking details, files, and notes can still be edited or added.

Only internal users will see **Planned Ship Dates**

![](https://files.helpdocs.io/u2psp4t8yl/articles/lnj2pgxby2/1717608102437/image.png)

1. Review all tabs and select **"Done"** when finished.

[Go to next article: Create a Job](https://support.wheelhousemfg.com/article/qovnecfmhm-creating-a-job)[Go to previous article: Understanding Order Flow in Wheelhouse](https://support.wheelhousemfg.com/article/rezm229y4m-understanding-the-order-flow-in-wheelhouse)

##### Related Articles

[How to Use Configurable Items](/article/hqwb7pmvlg-how-to-use-configurable-items)

[Printing and Emailing Quotes and Sales](/article/0kitiv68pw-email-print-quote-invoice-sale-order-or-rma)

[Editing Customers](/article/o0i01q0hmj-editing-customers)