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Create a sales order from an estimate

You can create a sales order directly from an existing estimate.

To do this task

  1. Open the estimate Shortcut.

  2. Click the Create Invoice drop-down arrow at the top of the form and then click Sales Order.

    Note: All items from the estimate are copied to the new sales order.

  3. Edit the sales order as necessary.

  4. Save the sales order.

See also

KB ID# H_SO_CREATE_SO_FROM_ESTIMATE
2/22/2017 11:04:12 PM
QYPPRDQBKSWS09 9138 Pro 2017 f9bb31