Help · Sell

Make a quotation and turn it into an order and an invoice

  • For: Sales staff, managers and the owner
  • Time: About 15 minutes
  • Part of: Sell

The usual path is quotation, then order, then delivery with an invoice. For an invoice alone, use New invoice under Sell > Invoices.

Steps

  1. Click Sell > Quotes and orders, then New quotation.

    You should see: A form with Details and Items.

  2. Click Choose a customer and pick one. Check the Branch, Valid until and Payment terms (days).

    The New quotation form with customer, branch, valid until, payment terms and an items table
    1. Customer
    2. Valid until and terms
    3. Items
    4. Save quotation
    Demo data

  3. Under Items, click Choose a product and type the Quantity. Change the Price (with tax) or add a Discount if you need to. Click Add a line for more.

  4. Click Save quotation.

    You should see: The quotation opens as a Draft.

  5. Click Mark as sent once the customer has it. When they agree, click Accept and confirm.

    You should see: A sales order is made from the quotation.

  6. On the order, click Confirm order.

    You should see: The order shows Confirmed.

  7. When the goods leave, click Deliver. Check Deliver now (lower it for a part delivery), choose Goods leave from, and click Deliver and invoice.

    The Deliver box for a sales order with Deliver now, Goods leave from and Deliver and invoice
    1. Deliver now
    2. Goods leave from
    3. Deliver and invoice
    Demo data

    You should see: Stock goes down and an invoice is made. Find it under Sell > Invoices.

If something goes wrong

Deliver and invoice is greyed out

Choose Goods leave from. Delivery needs a store to take the stock from.

I need to change a quotation

Click Change while it is still a draft. After Mark as sent it is locked: cancel it and make a new one.

The customer went over their credit limit

Take a part payment, or raise their limit: see Sell on credit.

Still stuck? See Fix common problems.

Next steps