You can easily import Quotation to Sales Order and hence do not need to recreate the entire document.
1. On the left menu, choose Sales > Sales Order. On the Sales Order listing, choose the New button on the top right of the page, then choose Import from Quotation.
2. On the popup option, search for the Sales Order by using the filtering option.
3. Choose the Select button of the Quotation record to import to Sales Order.
4. Edit the imported data in Sales Order form, and save the document normally.
Next topic: Import from Invoice
Previous topic: Versioning
Need help?
Connect with us
New to Xin 365?
Sign up today