Moving a Quote to a Sale
More Information
These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links.
Steps
- Click on Quotes from the Home tab, or click Q/S/O Workflow. Select the desired quote by double clicking on it.
- From Edit Quote window, click on Actions tab.
- Click Convert to Sale.
- You will be prompted to confirm. Click OK.
- You will be presented with the following message. You may click the 'Don't show this again' box so this message won't appear each time.
- Your new Sale will now show up in the Sales Window.
Shortcut to a Sale
Instead of converting to a sale, processing a payment will trigger the same series, resulting in the same conversion.
- From the Edit Quote window, click on Payments.
- A message will appear explaining that payments cannot be made from a Quote. Click Yes to convert to a Sale.
- You will receive the same prompts, as above, about conversion to a sale. Click OK.
- There will be another window open, asking to open the Sale. Click OK to open Edit Sale and complete the payment .
Related Articles
- Recording Customer Payments
Applies to
- SalesPRO Software
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