Versions Compared

Old Version 7

changes.mady.by.user Monica Chand

Saved on

compared with

New Version 8

changes.mady.by.user Sharon Harden

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

  1. In the navigation Navigation panel, click on Sales 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 once 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 from here you can work on it, ship it and/or complete it. See Entering and processing a sale order for more details.