Convert to Sales Order
Once the customer accepts the quote or you mark it as accepted, you can convert the quote into a sales order. Here’s how:
- Go to Sales on the left sidebar, and select Quotes.
- Select the quote that you want to convert to a sales order.
- In the Details page, click Convert and select Convert to Sales Order in the dropdown.
- You’ll be redirected to the New Sales Order page, review the details, and update any details if needed.
- Click Save as Draft to save it as a draft, or Save and Send to save and send it to the customer.
Now, once you convert the quote into a sales order, you can either send it to the customer directly or mark it as confirmed if you’ve shared it through other means and received confirmation.
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