Quotation Approval and Conversion

Created by Binita Goswami, Modified on Thu, 17 Oct at 4:18 PM by Binita Goswami

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

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