Generic Quote

Sales Order Entry Sales Order Entry

Record, New, New Order from Quote (Generic Template)

Search window displays all quotes and relevant histories that are not ‘Closed’.  Select relevant history

Select Yes or No to question – ‘Quote prices to be updated with current pricing details?’

Change debtor account from the search window attached to the field ‘Debtor’

  This must be done before saving the sales order, otherwise this field is then locked for editing

Select the appropriate response to the question

Make changes as required and save the new sales order

Record menu in sales order provides the link back to the originating quote