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GuideOrdersStandard adminv2.0.0source-verified

Create a quote, edit its lines and convert it to an order

Select an account, add products and negotiated prices, save notes, review totals and finalize the same basket for checkout.

For
business-owner, commerce-operator
Owner
Commerce documentation owner
Applies to
Feeding Frenzy source inspected 2026-09-10
Reviewed
2026-09-10
BasketIDBasketItemIDAccountID

Before you start

  • An enabled customer account and enabled products.
  • Authority to quote the negotiated amounts and finalize the offer.
  • An open, non-voided quote for line or note edits. A finalized basket is not an editable draft.

Open in your admin application

Use your installation’s admin address with one of these routes. Replace {id} with the actual record identifier.

/quotes/quote-insert/quote-edit?BasketID={id}/quote?BasketID={id}/quote-print?BasketID={id}/basket-checkout?BasketID={id}
01

Create or resume the customer’s quote

  1. Select the account

    Open /quote-insert. In Account search by account name and select a result. Typing text alone does not select an AccountID; Continue to Quote remains disabled until a valid account is selected.

  2. Continue to Quote

    Choose Continue to Quote. If the account already has an open quote, it is resumed instead of creating a second one. The editor opens at /quote-edit?BasketID={id}. Check account name and quote number before editing.

02

Build the offer

  1. Find the product

    Use Search products by name or code.... Select the result and check its Code, name and description. Only enabled products appear in the lookup.

  2. Set quantity and price

    Enter Qty greater than zero and a nonnegative Unit Price. Add a line note if needed, then choose Add. Verify the saved row and totals; repeat for other products.

  3. Edit existing lines

    Adjust quantity, unit price or the line note on the open quote. These controls save through quote line operations. Review the returned totals after each change, especially where discounts and tax are involved.

  4. Save document notes

    Enter overall Notes and choose Save Notes. This is separate from line updates. If Manual Discount is available, enter the amount and optional discount note, then verify the totals.

  5. Review the complete document

    Check Subtotal, Discount, Tax, Shipping and Total. Use Review or Print for the customer-facing representation. Confirm scope and commercial approval before finalizing.

03

Convert and continue checkout

  1. Convert to Order

    Choose Convert to Order. The system finalizes the same BasketID; it does not create a second invoice document. An empty quote cannot be converted.

  2. Verify finalization

    Confirm the finalized state and that editing is no longer offered for the open-quote controls. Use Continue Checkout to open the payment workspace for that BasketID. Conversion is not payment.

  3. Follow the payment procedure

    Check balance and payment environment, then complete the configured checkout. Review payment and fulfillment separately.

Product proof

These Phase 1 frames are capture specifications, not application screenshots or runtime evidence.

published proofNorthline quote showing the negotiated total and conversion to the same finalized BasketID.
Verified Northline quote before and after conversion to an unpaid order.Quote 12 became the same finalized basket with a $581.50 unpaid balance; conversion is not payment.Runtime evidence northline-launch-proof-2026-09-16 · northline-proof-checkpoint-2026-09-16

Fields & records

Field / recordMeaning or use
BasketIDIdentity of the quote and resulting order. Older references may call this a quote identifier, but current routes use BasketID.
Qty / Unit PricePositive quantity, nonnegative price. An explicit line price is an offer-specific override.
Save NotesPersists overall quote notes; not a substitute for saving line changes.
Convert to OrderFinalizes a nonempty quote; no automatic charge and no new InvoiceID.

Verify the result

  • The selected account and all saved lines match the approved offer.
  • Reopen Review and verify notes/totals before conversion.
  • The same BasketID is present on quote editor and checkout after conversion.

Troubleshooting

What you seeWhat to check or do
Continue button disabledChoose an actual account result, not just a typed name.
A previous quote reopenedExpected when that account already has an open quote. Check it before adding lines.
Only open quotes can be editedCheck finalized, deleted or voided state; do not force edits to a committed basket.
Convert is not allowed for an empty quoteAdd at least one valid product line before converting.

Version & scope

Procedure checked against current Feeding Frenzy forms and services. Source verification is not a claim that a live payment, message, customer transaction or full operator run occurred.

Public guides describe shared controls, records and configuration boundaries using fictional data. Tenant URLs, credentials, customer records, provider identifiers and installation-only procedures belong in customer-controlled documentation and are excluded from public pages and search.

Version
2.0.0
Change source
Current Feeding Frenzy forms/services plus reconciled Wiki topics
Feedback key
guide:quote-order
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Feedback records only the page, guide ID and yes/no choice. It never records documentation search text.

Implementation references (3)
  • FeedingFrenzy.Admin/wwwroot/kScripts/Quotes/Quote.Insert.ks.html
  • FeedingFrenzy.Admin/wwwroot/kScripts/Quotes/Quote.Edit.ks.html
  • FeedingFrenzy.Commerce/Baskets/Quotes.cs
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