Turn a quote into a sales order
Approve a quote and create the matching sales order, with its payment terms and its invoice.
What you will learn
- Approve the quote
- Set the quote to Approved, then create the order yourself with the same lines.
- Create the order
- Pick the account and products, and set the quantities, prices, payment terms and delivery date.
- Invoice and documents
- Create the invoice together with the order, and make invoice and packing list PDFs to send.
Products & sales documents
7 lessonsApprox. 20 min
Your progress0%
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