Convert a Quote into a Sales Order
Overview
Once the customer has decided that they wish to purchase the items on their quote, the quote needs to be converted into a sales order. The sales order can then have payments added and be processed through the Sales Invoice Manager. A step by step guide can be found below the video.
Steps
- Open the Quotation.
- Use the Actions menu to select Convert Quote to Sales Order.
- Confirm in the pop up.