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AK - review this

After a quote has been reviewed for accuracy, a Sales Order needs to be created.

  1. In Menu Groups open the franchise folder associated with the order. For example: CA Closets CC1> CC-Phoenix
  2. Follow this path: Sales Management>Quote Management>General Operations>Opportunity/Quote Entry>New >New Quote
  3. Enter the Quote number under Opportunity/Quote
  4. Click on Actions>Quote>Create Sales Order


  1. The Quote Order Wizard will populate. Click on Order Job Wizard States in noties to add the quantity order for each (Garage and Walkin- still valid). Then need to Select All>Get All Methods>Schedule/All>Release All> Create Jobs. Need to include a PO??? Need to make sure all lines are entered.


  1. A Sales Order will show up as being created. Click on OK Did we discuss that the Sales Order Number would be the same as the Quote number?


 

  1. The sales order has now been completed. 
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