Generating a Sales Order from a Sales Quote

Created by Matt Reid, Modified on Sun, 16 Apr 2023 at 05:44 PM by Matt Reid

Once you create a sales quote, you can then generate a sales order easily from the quote.


  1. In the left hand menu, click on ‘Sales Orders’ then ‘Quotes’

  2. Alongside the quote you want to convert into a Sales Order, click the ‘Mark’ button and select ‘Sign & Create Order’

    


  1. A success message will appear, with the option to click through directly to the newly created sales order. Click the link to view your new sales order.




  1. You can now see the generated sales order:


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