Page History

...

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.
   Image Added

...