How do I enter a sales quote or layaway order and convert it to a sales order?
To enter a sales quote or layaway order:
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Sales quotes and layaways are created via the Enter a Sales Order routine.
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After the order number is assigned, click the arrow at the Order Type field and select “Sales Quote” or “Layaway Order”.
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Enter customer information and merchandise information as you would a regular order.
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When creating a quote, merchandise is not reserved, and payments are not applied.
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Layaway orders do accept payments and when a scheduled date is selected, can reserve products to the order.
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When you save the quote or layaway, you can print, email, and/or fax it. You can later recall sales quotes or layaways to view or edit them, or convert them to sales orders.
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For more detail on quotes and layaways, see the Order Type field in the Enter a Sales Order topic.
To convert the quote or layaway to a sales order:
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Enter the sales quote/layaway number in the Order Number field in the Enter a Sales Order routine.
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Click the arrow at the Order Type field, and select “Sales Order” from the drop-down list.
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A confirmation message asks “Ready to convert Quote to Sales Order?” or “Ready to convert Layaway to Sales Order?”.
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Click Yes to convert the quote/layaway to a sales order. The order time is set to the time of conversion (not the time of quote/layaway entry).
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You can then edit the sales order and process it as a regular sales order.
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The date of the conversion, as well as the order’s inclusion in written business, is determined in the Include Layaways in Sales Analysis setting in Sales Analysis Report Control Settings.