Raising an Order

Top  Previous  Next

There are two ways from the Sales Enquiry window to create an order.

 

1. You can follow the creating a quotation process but on the order/quotation window select the raise order button rather than the        close button when complete.

 

2. On the Sales Enquiry screen double click on the required quote in the Contact & Follow Up History section. Quote circled in red        on the image below:

 

quoteleft

 

To raise the order please follow the rest of the information on the create a sales order section on the Help and Manual.