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home/Knowledge Base/storis/ How do I enter a sales quote or layaway order and convert it to a sales order?
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 How do I enter a sales quote or layaway order and convert it to a sales order?

16 views 0 February 3, 2021 webmaster

 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:

  • Sales quotes and layaways are created via the Enter a Sales Order routine.

  • After the order number is assigned, click the arrow at the Order Type field and select “Sales Quote” or “Layaway Order”.

  • Enter customer information and merchandise information as you would a regular order.

  • When creating a quote, merchandise is not reserved, and payments are not applied.

  • Layaway orders do accept payments and when a scheduled date is selected, can reserve products to the order.

  • 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.

  • 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:

    • Enter the sales quote/layaway number in the Order Number field in the Enter a Sales Order routine.

    • Click the arrow at the Order Type field, and select “Sales Order” from the drop-down list.

    • A confirmation message asks “Ready to convert Quote to Sales Order?” or “Ready to convert Layaway to Sales Order?”.

    • 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).

    • You can then edit the sales order and process it as a regular sales order.

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.

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