Best practices for converting a quote to a sale to insure accurate puchase order creation
The SalesPRO software creates Purchase Orders (POs)
when a quote is converted to a sale. For users who have one or more
roaming workstations, it is critical that your business practices
include a plan for who will be responsible for converting a quote to a
sale. If both a roaming workstation user and an in-office user convert
the same quote to a sale, multiple POs for the same items can be
This can happen in the following situation:
- Quote created on the roaming workstation.
- Quote synced to the main system - it exists on both at this point.
- Roaming Workstation converts to a sale OR the Main converts to a sale, thus creating PO numbers.
that change has not been synced to the other system, and the other
system also converts the same quote to a sale, duplicate PO numbers will
Note: Although less common, this can also happen if a quote is created on the main, and sent to a roaming workstation.
How to avoid:
- A synced quote should only be converted to a sale on one system - either the main or the roaming.
a synced quote has been converted, please allow adequate time to pass
in order for the sale information and purchase orders to be synced. As a
reminder, it can take up to 40 minutes during which both computers must
be connected to the internet.
- ALWAYS review orders before sending the POs via Online Order Processing.
- ALWAYS review the POs attached to email confirmations from Solatech and from the vendor.
Processing a Sale Through to an Order: An In Depth Guide to Sale Statuses
Summary This article reviews the processing flow of a sale, focusing on the processing steps and the effect of those steps on the status. More Information For a detailed description of the processing flow as it moves from quote to sale to order, ...
How to Find a specific Quote / Sale / Order / Purchase Order
Summary: Once you have been using Solatech Focus for a while, your lists of Quotes, Sales, Orders, and Purchase Orders may begin to get a little lengthy. Your Quote / Sale / Order / Purchase Order may also no longer show on the list because it is ...
How to Delete a Quote, Sale, or Order From SalesPRO
Summary This article describes how an unnecessary quote, sale or order can be deleted from SalesPRO software. Please note that if a sale or order has a payment attached to it, it can not be deleted (Sales/Orders with payments cannot be deleted) . ...
Converting a Quote to a Sale in Solatech Focus
Summary Once your customer is ready to buy, you'll need to convert your quote to a sale. This article provides instructions on that process. This feature is only available to users who are Sales Reps or Account Administrators. Instructions From your ...
Processing a Quote Through to a Sale: An In Depth Guide to Quote Statuses
Summary This article reviews the processing flow of a quote, focusing on the processing steps and the effect of those steps on the status. More Information For a detailed description of the processing flow as it moves from quote to sale to order, ...