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
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Asked on 2/12/15, 2:21 PM
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Asked: 2/12/15, 2:21 PM
Seen: 164 times
Last updated: 2/13/15, 6:30 AM