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How to convert Sales Quote to Order, Invoice & Project
Once the Sales Quote is in open status, and the client has approved Quote, you can record that by clicking Client Approve.
When the Quote is approved by the client, you can convert your Quote to Sales Order, Sales Invoice and Project using approprate buttons.
- If client has rejected the Quote, you can change the Quote terms and send the Quote back to client later.
When you choose a Manager to approve a Sales Quote and even after the Manager has approved the Sales Quote, you cannot convert it to Order.
See also
- Purchase Order for Fixed Assets
- Goods Delivered Notes
- Sales Quote
- Sales Order
- Sales Invoice
- Recurring Invoice
- Request for quote
- Request for purchase
- Purchase Order
- Purchase Invoice
- Recurring Bills
- Fixed Assets
- Company Expense Claims
- Employee Expense Claims
- Customer Center
- Supplier Center
- Products & Services Overview
- Bank Accounts
- Supplier Access
- VAT Reverse Charge Mechanism
- Setting Barcode for a Product
- Items Table
- Run Time Calculation of Exchange gain/loss
- Exporting to Excel and PDF
- Timesheet Invoice
- Budget per Department
- VAT Return
- Bank reconcilation
- Dividends Payable
- Assembly Products
- Add New Assembly Item
- What is Non-Inventory Item?
- Add New Non-Inventory Item
- FIFO method of inventory valuation
- What is Inventory Item?
- Add New Inventory Item
- Products/Services Import
- Add New Product/Service
- Intercompany Purchases
- Creating Intercompany Sales Invoice
- Intercompany Sales
- Workflow of Expense Claims
- Purchases / Bills Overview
- Timesheet based Invoice
- Progress Invoicing
- Sales Overview
- Serial Numbers
- Accounting Overview
- Landing Cost
- Mark PO as Open
- Purchase Order Actions
- Receive Purchase Order
- Send Purchase Order
- Importing Customer Accounts