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Accepting a Quote

Last updated 23/01/2021

How to accept a Quote.

Overview


When a quote is accepted by a customer, you will do two things:

  • Accept the quote in the Quotes module.
  • Copy the quote to a Sales Order, to create a sale.

Once this has been done, the standard sales procedure should be followed.

Accepting a Quote


To accept a quote:

  1. From the left navigation, select Sales, then Quotes.
  2. Find the quote from the list, and select its reference number.
  3. Enter an Acceptance Date.
  4. Select Save and Back to List.

The quote is now accepted.

Copying a Quote to a Sale


To complete the quote process you must convert the Quote to a Sale. To do this:

  1. From the Quote List page, hover over the cog icon, and select Admin.
    - or -
    From within a Quote, select either Go to Admin or Save to Admin.
  2. In the Admin page, hover over Actions and select Copy to Sales Order.
  3. In the screen that follows, a Sales Order will be created based on the specifics of the Quote.
  4. Select Save and Back to List to save the Sales Order.