Friday 8 June 2012

Conversion of sales quotation in sales order


Conversion of sales quotation in sales order

You can also directly convert your sales quotation into your sales order. In order to do this just go to the task drop down list select the sales quotation the window will appear. At top of the window the convert button is there select the quotation that you want to convert in sales order. When the quotation is selected, press the button “convert” then your quotation will be converted to the sales order.

When you will click on the convert button a new window will appear as:

If we want to convert the quotation in a sale invoice then we will select the first option “Sale/Invoice”, enter the “Invoice #” and press “OK”. If we want to convert the quotation in a sale invoice and print it then we will select the second option “Sale/Invoice and print now” and press “OK”. If we want to convert the quotation in a sale order then we will select the third option “Sale Order”, enter the “SO #” and press “OK”.

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