Accepting and processing a sale quote short cut

Owned by Sharon Harden (Unlicensed)
Last updated: Aug 30, 2023
1 min read

  1. In the

Navigation panel, click on Sales then click on Orders. 

  1. Search for and locate the quote in the list. You can use the filter dropdown to view 

Outstanding Sale Quotes or All Sale Quotes.

  1. Select the quote and then click on

Accept Quote button in the ribbon.

 

  1. A new sale order is created and the quote status is changed to Posted.

  2. Process the order as normal. See Entering and processing a sale order for more details.