Converting Quotations to a Sales Order - Smarter Sales & Inventory Management | Zayls

by Zayls
1 year ago
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Knowledge Base Sales | Converting Quotations to a Sales Order

Converting Quotations to a Sales Order

When a Quotation is Won, then it can be converted to a Sales Order.

 

Converting a Quotation to a Sales Order:
  1. A Quotation must be Won first before making a Sales Order.

2. After changing the status of the quotation to Won, click the Add button in the Sales Order window.

3. A new Sales Order form is made having the information from the Quotation form. The user cannot anymore make revisions on the items, prices and discounts.

4. Click Save & Approve or Save when done.