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Turn a quote into a sales order

Approve a quote and create the matching sales order, with its payment terms and its invoice.

Videolar ingliz tilida.

Nimalarni oʻrganasiz

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.

Mahsulotlar va sotuv hujjatlari

7 ta darsTaxminan 20 daq
Oʻzlashtirish0%
  1. Add your products2:55
  2. Set up price lists2:18
  3. Send your first quote2:45
  4. Send and track samples3:00
  5. Turn a quote into a sales order2:52
  6. Set your document numbers2:59
  7. Set up your bag types2:44

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