When a customer has accepted a quote, you convert it to an order.
You must have already created the quote.
To convert a sales quote to a sales order
In the Search box, enter Sales Quotes, and then choose the related link. Open the relevant sales quote.
On the General FastTab, in the Order Date field, enter the date you want to appear on the order.
On the Actions tab, in the Create group, choose Make Order.
The quote is deleted and set up as a new order.
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| The order receives the next number in the series, that is, the number series that is specified in the Order Nos. field on the Numbering FastTab in the Sales & Receivables Setup window. |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |