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.
Step by step instructions to create a sales order from a quotation
Goto Order Management menu
Click on Quotation option
From the Quotation listing click on Edit and then scroll down and click on Approve.
Upon Approving you will see 2 new options in the listing page under the Action column: Accept & Decline. Click on Accept to accept the quotation.
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
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article