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Copy Sales Order to a New Quote

A sales order can be used to create a new quote form from the Record, Utilities menu in sales orders.  The debtor can be changed at any time.

 Steps

1.

Sales Order Entry Sales Order Entry

2.

Select relevant sales order

3.

Record, Utilities, Copy Sales Order to a New Quote

4.

New quote is created and the quote form is loaded

5.

Make relevant changes and save quote

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