Convert a Sales Order into a Quotation

Convert a Sales Order into a Quotation

Overview  

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 

  1. Open the sales order.
  2. Click on the Actions button.
  3. Select Convert SOrder to Quote.
  4. Click Yes in the popup to confirm, then select Continue.