After creating and approving a quotation for your customer, see how to process it as a sale.
1. On the Sales screen, access the Quotations tab.
This screen will display existing quotations. See here how to create a quotation.
2. Locate the quotation you wish to complete as a sale and click on Open - F2.
3. Click on Status.
4. Click on Generate order (F4).
This procedure can be performed regardless of the quotation status (approved, rejected, or pending). Click here to see how to approve or decline a quotation.
5. Confirm the quotation details and click on Save - F2 in the bottom-left corner.
This step will generate an Open order.
6. On the Sales screen, access the Open orders tab.
7. Locate the order generated from the quotation and click on Open - F2.
8. Click on Pay/Complete - F2.
9. Select the payment method and click on F2 Finish.
Done! You have converted a quotation into a sale, updating Nex register cash flow and stock balance.
