Quotation to Sales order

Converting a quotation to a sales order is a streamlined process where you simply click on the conversion icon within the Quotation section. The sales order page automatically populates with the quotation details, allowing for quick modifications before signing and saving the order. This feature ensures a seamless transition from quote to finalized rental agreement. 

Here is a reference video:

Step by step instructions to create a sales order from a quotation

• Goto  Manage Rental menu

• Click on Quotation option

• Scroll right and click on icon to convert a quotation into sales order

• It will open up the sales order page prefilled with the quotation details

• Modify as required 

• Sign and save the sales order