1. On the Sales & Marketing tab, in the Quotes group, click Manage. The Quote Data Management Center will appear.
2. Double-click on the Quotes you would like to open.
3.Click the P.O. button that appears on the top portion of the screen in the “Convert Quote to” section.
4.A confirmation question will appear. Click Yes to continue with the quote conversion.
5.You will be prompted to enter the Vendor’s Results Contact ID. If you do not know the Contact ID, leave the Vendor Select box blank and click OK prompt the search screen.
Figure: Quote Screen Displaying Vendor Selection for Purchase Order Conversion.
6.After entering or selecting a Vendor Contact ID, the Rapid Add screen will appear, displaying the Products that were entered on the Quote form. If necessary, change the quantities for each Product.
Figure: Rapid Add Screen Displaying Products from Quote for Purchase Order Conversion.
7. Click Add Selected Products button.
8.A confirmation message will appear with the new Purchase Order number.
To open the Purchase Order, navigate to the Purchase Order DMC.
When a Quote is converted to an Invoice, Sales Order or Purchase Order, all linked Documents will also be visible from the resulting Invoice, Sales Order or Purchase Order. For example, if you capture a picture for a Quote via Results Mobile, the picture will continue to be visible on the converted Invoice.