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Accepting a Quote

Last updated 16/08/2017

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 click on its reference number.
  3. Enter an Acceptance Date.
  4. Click 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 click Admin.
    - Or -
    From within a Quote, click either Go to Admin or Save to Admin.
  2. In the Admin page, hover over Actions and click Copy to Sales Order.
  3. In the following screen, a Sales Order will be created based on the specfics of the Quote.
  4. Click Save and Back to List to save the Sales Order.