1. Open the Sales Order that you wish to process to Sales Order. If you need to create a new quote, refer to How to Create Standard Quote
  2. Set the Status to Won. You will notice that the Process  button will be enabled.
  3. Upon changing the status to Won, the system will confirm if you want to immediately process the Quote to Sales Order.

    1. Click Yes if you want to immediately convert this Quote to Sales Order. The Quote screen will be closed and the new Sales Order will be displayed.
    2. Click No if you want to convert it at a later date. In this case, you can use the Process  button to convert the Quote to Sales Order.
    Here is sample processed Quote and its Sales Order.

 

  1. Open the Sales Order that you wish to process to Sales Order.
  2. Set the Status to Won. You will notice that the Process  button will be enabled.
  3. Upon changing the status to Won, the system will confirm if you want to immediately process the Quote to Sales Order. 

    1. Click Yes if you want to immediately convert this Quote to Sales Order. The Quote screen will be closed and the new Sales Order will be displayed.
    2. Click No if you want to convert it at a later date. In this case, you can use the Process  button to convert the Quote to Sales Order.
    Here is sample processed Quote.

 

  1. Open the Sales Order that you wish to process to Sales Order.
  2. Set the Quote Status to Won. You will notice that the Process toolbar button will be enabled.
  3. Upon changing the status to Won, the system will confirm if you want to immediately process the Quote to Sales Order. 

    1. Click Yes if you want to immediately convert this Quote to Sales Order. The Quote screen will be closed and the new Sales Order will be displayed.
    2. Click No if you want to convert it at a later date. In this case, you can use the Process toolbar button to convert the Quote to Sales Order.
    Here is sample processed Quote.
  1. Open the Quote that you wish to process to Sales Order.
  2. Set the Quote Status to Won. You will notice that the Process toolbar button will be enabled.
  3. Upon changing the status to Won, the system will confirm if you want to immediately process the Quote to Sales Order.

    1. Click Yes if you want to immediately convert this Quote to Sales Order. The Quote screen will be closed and the new Sales Order will be displayed.
    2. Click No if you want to convert it at a later date. In this case, you can use the Process toolbar button to convert the Quote to Sales Order.
  1. Open the Quote that you wish to process to Sales Order.
  2. Set the Quote Status to Won. You will notice that the Process toolbar button will be enabled.
  3. Click the Process toolbar button.

    The Quote screen will be closed and the new Sales Order will be displayed.

 

 

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