Convert Sales Quote to Sales Order & Sales Quote Won Lost Pending Report

Introduction

Marking Sales Quotes as Won or Lost

Print the Sales Quote Report

Introduction

You can convert a Sales Quote to a Sales Order on the Actions page screen of the Sales Quote.

The Sales Quote Won Lost Pending Report can show you the status of Sales Quotes.

Sales Quotes can be marked as won or lost. If they are not marked as won or lost, their status is pending.

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Marking Sales Quotes as Won or Lost

Sales Quote Won / Convert to Sales Order

You can mark a Sales Quote as won on the Sales Quote Actions screen in the Make sales order section by:

• • converting it to a Sales Order, by clicking Make Sales Order;

OR:

• • setting one of the Quote options to Yes.

If an item does not have a specific option defined it will be copied over to the Sales Order. So you might have 20 items on your quote. 5 of those items are Option A, 7 are Option B and the rest have no specific option.

If you say you won option B and click the button to make a sales order, it will take all the ones marked Option B and it will also take the ones with no specific option defined. A way to look at this is that the undefined items are like core items that need to be on the order and the ones with options are like optional extras that can be added on top of those core items.

Sales Quote Lost

You can mark a Sales Quote as lost on the Sales Quote Details screen, in the Win / Loss  details section, by selecting a Lost Reason from the dropdown list. Today's date will automatically be populated in the Won/lost date field.

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Print the Sales Quote Report

To print the report to show the Sales Quotes that are won, lost or pending:

• Go to Receivables > Reports Sales Quotes Won Lost Pending.
• You can select a particular Company, Branch, Receivable account and Staff if required.
• Enter the Start date and End date.
• Check the options for which quote you want to see. You can select any or all of these options: Include Won, Include Lost, Include Pending.
• Click Save Defaults to save these defaults for future use.
• Click View Report to see the report on screen;

OR:

• Click Export Report to export to an excel spreadsheet.

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