Sales Quotations to Sales Order

How to convert Sales Quotations to Sales Order

Purpose:

Creating a Sales Order from a Quotation helps you quickly turn a customer’s approved quote into a confirmed order. Instead of typing everything again, you can just use the details from the quotation.

Note:

TruePOS marks a Quotation as 'DELIVERED' (i.e. completed) when you create a Sales Order from the corresponding Sales Quotation without changing any Item or Quantity.

In case of partial conversion, TruePOS marks the Quotation as 'PARTIAL DELIVERED' until all the Items and Quantity are either billed or recorded in the next Sales Order.

To Convert Sales Order From Sales Quotation:

Navigate >> Sales >> Sales Order,

1.Press SHIFT + F8.

      The Quotation Details pop-up displays the Quotations (both new and recently Revised Quotations) as shown below:

2.Select a Quot No from the pop-up for Sales Order generation.

3.To include an item additionally in the same Sales Order

      a.Either specify the Item Code or press ENTER in item to select from the pop-up screen.

      b.Enter the order quantity in Qty.

5.Press F6 or click Save to save. Payment Tender screen appears.

6.If the Customer paid any cash advances (in terms of Cash, Credit Card, or Cheque payment), specify the details.

Else, save the payment in 'Credit'

Note:

Each of the letters in the alphabet list indicates the corresponding payment mode.

For example:

Press 'A' for Cash, 'C' for Credit Card, 'D' for Cheque and such like.

7.Click Ok to save.

8. Generate Delivery Notes or Sales Bill for the Sales Order

Note:

If the Sales Order contains all the items and quantities as it is in selected Quotation, the Quotation becomes ‘DELIVERED';

if the Sales Order contains only a few items, the Quotation remains in 'PARTIALLY DELIVERED'.

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