Loading Quote Information

Loading Quote Information (6434)

If you have already created a quote that covers this transaction, you can save time by loading information from it into the sales order. If anything has changed, you can modify the order accordingly.

You load quote information by entering a quote number into the From Quote Number field on the sales order. See "Carrying Information Forward" in Chapter 2 for detailed instructions.

To create a sales order from a quote:
1. Click the Sales Order tool in the Customer toolbar.
2. In the blank Sales Order window that appears, enter a number in From Quote.
3. Choose Update to set new ETAs (or From Quote to use ETAs set on the Quote).
4. When you save the order, use the dialog box that appears to place the order or
keep it on hold.