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Convert Quote

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GENERIC SALES QUOTATION CONVERTION TO LIVE SALES ORDER - NEW CUSTOMER ACCOUNT

Convert a generic Sale Quotation e.g. ENQ9 to a new customer account MCCA0012? When the quotation is converted to a live SOP the customer box is greyed out and cannot be amended to a new customer a/c. At the point of quotation we do not alw....
Guest about 1 year ago in Convert Quote 0 Idea Accepted - Gauging Support

Invoice address to copy across to sales orders when converting a Prospect Quotation to the default Cash Account customer

Customers would like the invoice address that is entered against prospect quotations to be copied across the sales order when converting from a prospect quote to the default cash account customer as the invoice address is appearing wrong on the fi...
Guest over 5 years ago in Convert Quote 1 Idea Accepted - Gauging Support

Convert Quote from Prospect to Customer to pick up nominal structure for stock items.

We have a customer who builds the nominal account for stock items using the nominal from stock and cost centre/dept from customers. When they create a quotation for a prospect account, it uses the default nominal details from the prospect. However...
Guest over 6 years ago in Convert Quote 0 Idea Accepted - Gauging Support

Retain stored warehouse in Sales Quotation when converting to a Sales Order

Currently as per Sage documentation, it states 'You cannot convert a quotation in the following circumstance': 'The stock item is no longer stored at the warehouse specified for the item in the quotation'. Every time you go to convert a quote, it ...
Guest almost 8 years ago in Convert Quote 0 Idea Accepted - Gauging Support

Merge various Quotes into one Sales Order.

The ability to merge various quotations for one customer into one order.
Darryl Spencer-Hicks over 8 years ago in Convert Quote 0 Idea Accepted - Gauging Support

Convert Quote to Order from Amend Quote Screen.

It would be a really good idea to have a button at the bottom of the amend quote form which would allow direct conversion of the quote to an order, instead of having to go through the menu and then find the quotation again. Invariably customers al...
Guest over 9 years ago in Convert Quote 0 Idea Accepted - Gauging Support