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Create a Quote

Solution Quotes can be created by going to Orders -> Item Orders -> New/Edit Order.

Enter your order information and click the 'Save as Quote' button at the bottom of the screen.

To convert the quote to an order go to Reports -> Orders -> Fulfillment Quotes. Input your search criteria and click 'Next'. Click on the 'Edit' button for the quote you would like to convert. Scroll to the bottom of the screen.

There will be two options: 'Convert to Order' OR 'Convert to Service Order'
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Article details
Article ID: 96
Category: Orders
Date added: 2010-05-04 09:22:31
Views: 850
Rating (Votes): Article rated 3.2/5.0 (42)

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