How to Convert a Quote to an Order
Use Quote History to open an eligible quote, convert its items into an order, review the shopping cart, and complete checkout.
The portal is designed to make quoting and ordering easier, but it does not replace your Deppmann sales representative or customer service team. Contact us whenever you need help.
Before You Begin
Confirm the quote is current, accurate, and eligible to be converted. Have shipping, pickup, and purchase-order information available.
Steps
-
Open Quote History
Open Quote History from My Account.
-
Find and open the quote
Locate the quote and review its details.
- Confirm the quote number and status.
- Review every item and quantity.
- Confirm it has not expired.
-
Select Convert to Order
Choose the Convert to Order action when available.
- Use Request Requote if expired.
- Contact Deppmann if the action is unavailable unexpectedly.
-
Review the shopping cart
Confirm the quoted items were added correctly.
- Review part numbers.
- Confirm quantities.
- Remove items that should not be ordered.
-
Review pricing and availability
Confirm expected pricing and updated availability.
-
Enter order and shipping information
Complete purchase-order, shipping, pickup, project, and reference fields.
-
Review the order summary
Confirm items, quantities, pricing, totals, and shipping details.
-
Submit the order
Submit the order and wait for confirmation.
- Do not refresh during submission.
- Save the sales order or confirmation number.
-
Track the order
Open Purchase History to review status and tracking.
Tips
Correct quote issues first.
Request a requote.
Review PO and shipping details.
Keep it for tracking.
Common Questions
Why do I not see Convert to Order?
The quote may be expired or ineligible. Contact Customer Service and we can assist you in converting your quote to an order.
Can I change quantities?
The cart may allow changes; review pricing afterward.
Can I remove some items?
Remove them before checkout when permitted.
What if the quote is expired?
Use the Request Requote button or contact Customer Service and we can assist you in converting your quote to an order.
