Copying a service quote to a sales quote

Owned by Diane Partridge
Last updated: Feb 12, 2021

Procedure

 

  1. Log onto Readysell>Service>Service Orders

  2. Filter and search for transaction type of SALQUO

  3. Either highlight an existing service quote or create a new service quote and save it.

  4. Drop the copy action button and select ‘To Sales Quote’

  5. Sales quote window will open where you can fill in any additional details

  6. Click on Save or follow the instructions to accept the quote