Convert to Sales Order
Once you send your customer an estimate, and it has been accepted by them, you can convert it into a sales order. Here’s how:
- Go to Sales > Estimates.
- Select the estimate which you want to convert to a sales order.
- Click More > Convert to Sales Order.
- The New Sales Order page will be auto-populated. You can save the sales order from here.
Next >
Convert to Invoice
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