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Convert to an order or invoice

Turning an accepted quotation into what comes next, without retyping.

Conversion copies the header and the lines into a new document and records the link between them. That link is what later answers “how much of what we quoted turned into orders?”.

Steps

  1. Open the accepted quotation.
  2. Choose More, then Create sales order or Create invoice.
  3. The new document opens as a draft with everything carried over.
  4. Change anything that needs changing — quantities part-delivered, a revised rate.
  5. Save. Both documents now show the chain.

Part deliveries

One order can produce several delivery challans and several invoices. What is still outstanding against the order stays visible on it, so nothing is invoiced twice or forgotten.

Next in sales documents Raise a quotation → Record a payment →

Something missing or wrong here? Tell us — a question that needed asking usually means a page that needed writing.