Convert Quote to a Sales Order

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In this article
Training
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General

Business Activities

Product Basics

Product Management

Review Purchasing & Vendor Info

Create a Purchase Order

Receive & Invoice a Purchase Order

Additional Processes

Sales Basics

Quotes

Order Entry

Order Processing Basics

Service Orders

Advanced Order Processing

Order Picking

Order Packaging

Order Shipping

Payment Entry

Order Invoicing

Credit Memos

Edit Customer Window Overview

Customer List & Credit Management

Create Customers

Receipts

Adjustments

Transfers

Assemblies

Landed Cost

Track & Trace

Void Transactions

Convert Quote to a Sales Order

Sales Quotes can be converted into a Scheduled or Booked Sales Order to begin the order fulfillment process from two places in Acctivate: Enter Quote window and Order Manager.

Convert Sales Quote from Enter Sales Quote Window

  1. Search and find the Sales Quote from the Sales List.
  2. Click Edit from read only Quote window.
  3. Once open, save and click Schedule Order to create a Scheduled Sales Order or Action > Book Order to create a Booked Sales Order.

Convert Sales Quote from Order Manager

  1. Open Order Manager.
  2. Toggle to show the orders by clicking View > Sales Orders or any custom button bar showing Quotes.
  3. Select the Sales Quote(s) to be scheduled.
  4. Action > Schedule Order or press CTRL+S to convert to Scheduled Order(s).

Next Steps

Previous Topic: Manage Quotes
Previous Topic:
Manage Quotes
Training: Purchasing
Training:
Purchasing
Training: Customers
Training:
Customers
Next Topic: Create a Sales Order
Next Topic:
Create a Sales Order