Generating a Sales Order

Created by Aaron Remorosa, Modified on Sat, 30 Apr 2022 at 02:02 PM by Aaron Remorosa

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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