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