Converting Quotes to Sales Orders
- Click on the Sales menu.
- Select Quotes.
- Select the correct quote. Use the boxes under the headings to search for the quote.
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IMPORTANT: Check that the locked quote matches the Customers purchase order. If the quote needs revising, follow the process to Revise a Sales Quote. |
- Click the green Convert to Sales Order button.
- Complete all required/desired fields. Click in the boxes for drop down lists.
- Order number is a required field. This is your Customers Purchase Order Number.
- RMA is to be left blank unless the quote is for a return.
- Terms defaults to the payment terms on the Account, edit by clicking in the box.
- Stores is to be left as default Main_STK.
- Delivery address defaults to the quote, this can be changed by clicking on the address to scroll.
- Owner defaults to the User, click to change if applicable.
- Commission Distributor is applied automatically if applicable.
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IMPORTANT: If the delivery address is not listed, follow the process to add a Customer address. To set up a new Distributor Email Admin . |
- Click Submit.