The following video explains how to convert a sales order into a quotation, for example if the customer needs to have a quote rather than a sales order. There are step-by-step instructions below the video.
Steps
Open the sales order.
Click on the Actionsbutton.
Select Convert SOrder to Quote.
Click Yes in the popup to confirm, then select Continue.
Overview Changing a quotation into a sales order when the customer wishes to purchase the items, must be carried out from the sales order screen. The following video explains the process. There are step-by-step instructions below the video. Steps If ...
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