Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Tag: Estimate
Convert an Estimate to a Sales Order
To convert an Estimate to a Sales Order : Select the Prospect or Customer record Click the Date link to view estimate under the Sales subtab Click Sales Order button Information from the Estimate is copied to the Sales Order Review and make changes . Save the Sales Order.
Quotes functionality in website
In PLP quick view by selecting the item options the add to quote button will get active. BY clicking add to quote button a popup will show .The parent item will added the Quote request with the selected quantity. A link to request the quote is given in the pop up message as “Quote Request… Continue reading Quotes functionality in website
Estimate, SO, and Invoice PDF Updates Proposal
Estimate, SO, Invoice Form and PDF update