Convert a Quote to a Sales Order -
Duration: 9 min 04 sec

Sales Order Work Flow Steps Document

Enter a Sales Order or Quote Document

Convert a Quote to a Sales Order Document

Fill and Unfill Sales Orders Document

Invoice Filled Sales Orders Document

See Also

This video covers how to convert a quote to a sales order. When a quote is converted to an order, the goods identified on the order will be marked as "Assigned" in inventory. The new order can quickly be created without reentering the information on the quote, using one of two processes. The option you choose depends on if you prefer to keep a copy of the original quote after it's been converted into an order.

See Also