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