Converting quotation to sales order


After creating a quotation, you can send the quotation directly to the customer by clicking on the 


Or you can print the quotation by clicking on 

After you sent the quotation, the quotation stage will be updated to Quotation Sent.

During negotiation, you can revise the quotation and resent the quotation again.

When the quotation is approved, you can convert it to a sales order by clicking on .

The quotation will be converted to a Sale Order


After a sales order is created, you can  to bill the customer or proceed with delivery 

Wong Wai Jeat
Wong Wai Jeat
| 1 1 1
Asked on 2/12/15, 2:21 PM
This question has been included in the official documentation.

Your answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

Ask a Question

Keep Informed

About This Forum

This community is for professionals and enthusiasts of our products and services.

Read Guidelines

Question tools

2 follower(s)


Asked: 2/12/15, 2:21 PM
Seen: 322 times
Last updated: 2/13/15, 6:30 AM