Printing and converting sales quotes

You can generate sales quotes and then email, fax, or mail the quotes to customers requesting them. Sales quotes sort by order number and line item number, and any user defined fields populated for an order line item on the Product Detail window will print below each line item on a sales quote.

To print a sales quote, do the following:

1. Enter a pro forma order in the Advanced Accounting Console. See Entering orders for more information.
2. Next, go to Commerce > Orders > Print quotes.
3. Select the orders you want to generate sales quotes for. To edit an order, double-click it to open it on the Order Entry window.
4. Click Convert. A message displays prompting you to confirm moving the pro forma orders to the next stage.
5. Click Yes to convert the orders and print the sales quotes.

You determine which order type pro forma orders convert to in the Convert to Order Type field on the Order Status Defaults window (Settings > Commerce, click Order Staging). A converted order then enters the staging process at the correct order processing stage defined for that order type. The Convert quote option does not generate printed data.

To convert quotes, do the following:

1. From the Advanced Accounting Console, complete the Print quotes order processing stage for the pro forma order you want to convert. For more information, see Printing quotes.
2. Next, go to Commerce > Orders > Convert quotes.
3. Select the orders you want to convert. To edit an order before converting it, double-click the order to open it in the Order Entry window.
4. Click Convert. A message displays prompting you to confirm converting to the appropriate order type.
5. Click Yes to convert the quotes to the appropriate order type. The Convert quotes option does not generate printed data.