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How to send a Quote from Sage Sales Management to Sage 50?
How to send a Quote from Sage Sales Management to Sage 50?

Sync Quotes with Sage 50 to validate pricing and finalize their status, with further edits managed in Sage 50.

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Written by Training
Updated this week

Overview

This article explains how to send a Quotation created in Sage Sales Management (SSM) to Sage 50 UKI for price validation and finalisation. Once the quotation is synchronised and marked as final, any further edits must be managed directly in Sage 50.


How it works

To send a Quotation from SSM to Sage 50 UKI, follow these steps:

  1. Make sure the server where Sage 50 and the Sage Sales Management connector are installed is running and connected.

  2. In Sage Sales Management, locate the Quotation in Draft status.

  3. Click the edit icon (pencil) in the top right corner to open the Quotation.

  4. Scroll down to find the field “Synchronise with Sage 50”.

  5. Set this field to Yes.

  6. Save the Quotation.

Once saved:

  • The Quotation status will move to Pending final sync.

  • The synchronisation process will begin.

  • Sage 50 will recalculate the prices according to the latest pricing logic.

  • After validation, the Quotation status in SSM will be updated to Won or Lost.


⚠️ Important Notes

Once a Quotation reaches the Won/Lost status, it becomes read-only in Sage Sales Management.
Any further changes must be made directly in Sage 50 UKI.

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