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How to Go from Quote to Completed Sale

Send a price quote, convert it when the customer accepts, and collect payment.

Goal: Quotation sent → converted to sale → payment collected.
Quotations Sales
Phase 1 · Create & send quotation
Where: Sidebar → Quotations → Add Quote
  1. Quotations → Add Quote. Select customer, warehouse, products, prices.
  2. Submit quotation.
  3. Email or PDF the quote to the customer from the quotation list/detail.
More detail → Quotations
Phase 2 · Convert to sale
  1. When customer accepts, open the quotation.
  2. Click Change to Sale (Convert to Sale).
  3. Review pre-filled sale form; adjust if needed. Submit.
  4. Stock is reduced upon sale completion.
More detail → Sales
Phase 3 · Collect payment
  1. Open the new sale from Sales list.
  2. Add Payment — enter amount and method. Submit.
  3. Email final invoice if needed.
Payment details → Create Invoice guide
Common mistakes
  • Quote converted but no stock — Ensure products were stocked before conversion.
  • Assuming quote reserves stock — Quotations do not reduce inventory until converted to sale.