Accepting and processing a sale quote

Owned by Monica Chand (Deactivated)
Last updated: Apr 23, 2019 by Diane Partridge

  1. In the Navigation panel, click on Sales>Quotes. 

  2. Search for and locate the quote in the list. You can use the filter 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.

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  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.