Convert to Sales Order

Once the customer accepts the quote or you mark it as accepted, you can convert the quote into a sales order. Here’s how:

• Go to Sales on the left sidebar, and select Quotes.
• Select the quote that you want to convert to a sales order.
• In the Details page, click Convert and select Convert to Sales Order in the dropdown.
• You’ll be redirected to the New Sales Order page, review the details, and update any details if needed.
• Click Save as Draft to save it as a draft, or Save and Send to save and send it to the customer.

Now, once you convert the quote into a sales order, you can either send it to the customer directly or mark it as confirmed if you’ve shared it through other means and received confirmation.