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How to convert a Quote to a Sales Order on Sage
How to convert a Quote to a Sales Order on Sage

Convert easily a Quote to a Sales Order in Sage.

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Written by Training
Updated over 2 weeks ago

Once a Quote has been created on the CRM, on Sage if you click on the left menu, “Sales Orders”, the new Quote will still be set as a stype “quote (Qte)”.

If you go to the right menu “Quotations”, and select the new quote, mark it as won and it will automatically convert into a Quote Order.

You can also decide whether the new Quote converts automatically into a Quote Order or into an Invoice. To do that, go to the Sales orders menu, click on Settings – Invoice & Order Defaults… - and select the option on the “Convert quotes to..”

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