Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. In the Navigation panel, click on Sales then click on Orders Sales>Quotes

  2. Search for and locate the quote in the list. You can use the filter dropdown drop down to view Outstanding Sale Quotes or All Sale Quotes.

  3. Select the quote and then click on Accept Quote button in the ribbon.

    Expand
    titleShow me

     Image RemovedImage Added


  4. A new sale order is created and the quote status is changed to Posted.
  5. Process the order as normal. See Entering and processing a sale order for more details.