How to Convert a Quote into a Sales Order – AbacusNext-Client Services

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 S.O. button that appears on the top right 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. The confirmation message will appear with the Sales Order number. Comments indicating the Sales Order number and date of transfer will be displayed to the right of the Remarks and Class fields on the Quotes screen.

Figure 78: Quote Screen Displaying Sales Order Conversion Info.

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.

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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 S.O. button that appears on the top right 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. The confirmation message will appear with the Sales Order number. Comments indicating the Sales Order number and date of transfer will be displayed to the right of the Remarks and Class fields on the Quotes screen.