Turn a quotation into a sales order
Goal: Confirm a sale with a Sales Order and track it through to delivery and invoicing.
A sales order sits between a quotation (an offer) and an invoice (a bill).
From an accepted quotation (easiest)
Section titled “From an accepted quotation (easiest)”Open the accepted quotation, use Create → Sales Order, confirm the delivery date, and Save → Submit.
Or start one directly
Section titled “Or start one directly”In the sidebar, open Selling and select Sales Order → + Add Sales Order, then add the customer and items.
What you can do from a sales order
Section titled “What you can do from a sales order”Once submitted, use Create to make a Delivery Note (records shipment, reduces stock) or a Sales Invoice (bills the customer). You can invoice fully, partially, or on delivery.
You’re done when…
Section titled “You’re done when…”The sales order is Submitted, and its status shows how much has been delivered and invoiced.