Step by step
- Open Orders > Quotation List, click Action on the quotation and choose Edit.
- Change the Customer, Date, Reference, Sales Account or Price Group if needed.
- Add a product with Search Product and Add. Click a line in the table to change it, or remove it with its delete icon.
- Correct Sale Discount, Sale Tax and Shipment Charge; Total Amount is worked out again.
- To make it a sales order set Status to Order. Received Amt., Debit A/c, Type/Method and Payment Note then appear for an advance, and Curr. Balance shows the balance of the customer after it.
- Press Save Changes (F8).
Good to know
- With Status Quotation nothing is posted: no stock and no ledger.
- With Status Order the quotation gets a Sales Order ID. An advance entered in Received Amt. makes a receipt and is credited to the customer.
- An order with goods already delivered (invoice or challan) or with a receipt cannot be set back to Quotation.
- The customer cannot be changed when a receipt exists against it.
- When Wholesale & Distribution is switched off, a quotation with carton, free or return quantities cannot be edited.