Processing Quotations to Orders

If a quotation is accepted, it is transferred to the Order module for further processing. You should be aware that the quotation will no longer exist in the Quotation module. The transfer takes place via a wizard.

How to transfer a quotation to order

1. Go to View - Sales/Invoicing - Quotation Registration.

2. Select Quotation in the drop-down list at the top right of the quotation card and click the Order button on the toolbar. The wizard will start.

3. This wizard will lead you through all necessary settings and filter's.

4. First mark the quotation you wish to transfer, either the one which is currently Active, All or Filter. If you select Filter, a screen will appear where you can specify the criteria further.

5. Click Next when you have read the contents of the welcome window and marked the correct alternative. Follow further instructions of the wizard.

The order is not created and you can access it from the Order/Invoicing screen.

Read more about:

Quotation Registration

The Quotation Module