QuoteWerks Support Portal

Good afternoon!

We're having an issue when quotes are accepted and converted to orders in web...the orders are remaining locked.

In desktop, this is not an issue.

I'm going through and closing old open orders, and I'm having to open each one in desktop to manually unlock them and save them as closed.

Is this default web behavior?  Can we set it so they don't stay locked upon conversion?

Thank you!

Hello Scott,

I have just converted both a locked QUOTE to an ORDER and an unlocked QUOTE to an ORDER. Both times the resulting ORDER was unlocked. To be clear: you're talking about the Locked option on the Sales Info tab is ticked on the ORDER from your converted QUOTE?

Thank you, Steve.