Simon Clive: Created page with "Converting Quote Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order? Select the Sales tab Select the Quote List button Select t..."

2011-06-28T04:47:02Z

Created page with "Converting Quote Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order? Select the Sales tab Select the Quote List button Select t..."

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Converting Quote

Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?

Select the Sales tab
Select the Quote List button
Select the relevant Quote
Double click to open the Quote you wish to convert to an Order
Select the 'Copy to Order' button - found in the middle/upper section of the Quote form
The Sales Order form will load with all the data from the Quote
In the process of converting the Quote to an Order, the Sales Inventory Verification form will load giving you the
opportunity to order stock if required.

The Lead will record the logged Sales Order for future reference. You will then have a record of the date the
sales order was created so you can refer to your Sales Order List in ERP to retrieve the Order and convert to an Invoice.

26 Converting Quote - Revision history

Simon Clive: Created page with "Converting Quote Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order? Select the Sales tab Select the Quote List button Select t..."