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How to sell from a quotation

After creating and approving a quotation for your customer, see how to sell it.


  • This feature is only available to Nex subscribers. See here more about our program's subscription plans.
  • You must have created a quotation on Nex to approve or reject it. See here how to create a quotation.

Shall we learn how to generate a sale from a budget?

1. On the SALES screen, click on QUOTATIONS.

This screen will show the quotations already created. See here how to create a quotation.

2. Identify the QUOTATION you wish to complete in a sale and click on OPEN - F2.

3. Click on STATUS: PENDING.

4. Click on CREATE ORDER (F4).

This procedure can be performed regardless of the quotation status (approved, rejected or pending). See here how to approve or reject a quotation.

5. Confirm the quotation information and click on SAVE (F2) in the top left corner.

This procedure will generate an OPEN ORDER.

6. On the SALES screen, access the OPEN ORDERS tab.

7. Identify the ORDER that was generated from the quote and click on OPEN - F2.

8. Click on PAY/SAVE - F2.

9. Select the PAYMENT METHOD and click on SAVE - F2.

Done! You turned a quotation into a sale, moving cash and Nex stock.

See also:

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