Import from Sales Order

If you already generated Sales Order before generating Quotation, you can easily import Sales Order to Quotation and hence do not need to recreate the entire document.

1. On the left menu, choose Sales > Quotation. On the Quotation listing, choose the New button on the top right of the page, then choose Import from Sales Order.

2. On the popup option, search for the Sales Order by using the filtering option.

3. Choose the Select button of the Sales Order record to import to Quotation.

4. Edit the imported data in Quotation form, and save the document normally.