Add to cart from a sales order
You can build an RFQ cart starting from an open sales order. The flow mirrors the enquiry walk-through but reads from the order's line items instead — useful when a customer has already confirmed an order and you are sourcing the materials to fulfil it.
Open the screen
- Open Sales → Orders in the sidebar.
- Open the order you want to source for.
- From the actions menu, open Procurement → Add To RFQ Cart.
The page heading reads Add to Cart and the subtitle shows the customer name with product N of M so you know where you are in the walk.
How the form is pre-filled
Each order line opens with its values already seeded:
- Product head and Product code — resolved from the order line's product code.
- Quantity — the order line's quantity.
- HSN Code — read directly from the order line, exactly as it was saved on the order. The product master's HSN is not pulled in.
- Makes — the makes recorded on the order line.
- Description — the order line's description, as-is. Unlike the enquiry-side flow, the product code's default description is not prepended.
These defaults are starting points — you can change any of them before adding the line. The supplier list on the right narrows down by the chosen product head and makes.
Add or skip a line
- Review the pre-filled values and adjust if needed.
- Tick the suppliers (and contact persons) you want this line to reach. A picker appears when the supplier has more than one contact person.
- Click Add (next product). The last item is labelled Add And Go to Cart.
If a pre-filled item is not one you need to source, click Add without ticking any supplier. A Skip product? prompt appears — confirm to drop the item and move to the next.
Move on to the cart
After the last line is added or skipped, you land on RFQ Cart — the same cart used for enquiry-sourced lines. Lines from enquiries and lines from orders coexist in one draft and ship together when you release the RFQ. See RFQ cart.
Common questions
Why is the description different from the enquiry-side Add to Cart?
The enquiry flow prepends the product code's default description on top of the enquiry's custom text. The order flow keeps only the description you saved on the order — no merging, because the order already represents the finalised line.
Can I run both flows at the same time?
Yes. The cart is per-user — lines added from any order or enquiry land in the same draft until you release it. You can flip between Add to Cart (enquiry walk), Add To RFQ Cart on an order, and the cart view freely.
What if the order has no source enquiry?
Every order in the system is created by converting an enquiry, so the source enquiry is always set. Very old orders made before that field was tracked are the only exception — on those, the screen shows a notice and returns you to the order. Convert a new enquiry to an order if you need to source for a record that pre-dates this.