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changes.mady.by.user Carolynne Robertson-Dunn (Deactivated)

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  1. In the navigation panel, go to Sales then Orders.Locate   ("go to" indicates that you just point to them, I would say click on sales and then click on orders.)
  2. Search for and locate the quote in the list. You can use the filter dropdown to view Outstanding Sale Quotes or All Sale Quotes.
  3. When you have located the quote, click  left click on it to select it and then click on button Accept Quote in the ribbon. The quote will be converted to a sale order.
  4. Process the order as normal. See Entering and processing a sale order for more details.