Page History: Convert Quote and Generate Orders
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Page Revision: Tue, 28 Oct 2008 09:53
This screen is used once you have received and updated all of your costs on the Customer Quote and have won some or all of the line items on the quote.
Check the line items you won and lost and any that are still pending.
Choose a
Shipping Event or create a new one by clicking Shipping Event.
Click
Generate Orders to create the purchase order(s) for your vendors and the sales order for your customer.
If necessary, you may edit the purchase order and sales order after this is done.
