Convert quotations to sales orders

To create a sales order from a quotation

Open: Sales Order Processing > Quotations > Convert Quotation to Sales Order.

  1. Use the selection criteria to display the quotations that you want to convert.

    If you are using Project Accounting, you can also use the Project Code list to find any quotations.

    Alternatively, click Show All Quotations.

  2. Select the quotation(s) that you want to convert, and click Convert Quotation.
  3. Confirm that you want to convert the quotations.
  4. If you are using multiple locations, specify the warehouse you want the order despatched from.

  5. Sage 200 performs a number of checks and displays a Conversion Summary report.

    • Check the report, which you can print.
  6. To create the sales order, click Continue.
  7. Confirm the order.

    If the quotation is for a Prospect, click New to create a new customer account. Enter the new account details, and click Save to confirm the details.

    If the quotation is for a customer using a different currency than your base currency, then you must confirm the exchange rate to be used for the order. The default on the customer account will be displayed in the first instance. Changing the exchange rate does not change the prices on the order.