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Hello my name is Jeremy with Acctivate and this video is going to cover how to convert a quote to a sales order, Sales Quotes can be converted into a scheduled or booked sales order to begin the order fulfillment process from two places. In Acctivate the Enter Quote window and the Order Manager. Were going to start by going to the Enter Sales Quote window from our Sales List, so select Sales now in this window, this is going to show all your Sales Quotes and your Sales Orders. If youd like to create a custom filter just to show quotes you can select filter change Order Number to Type change your value to Quote and select OK and now its only displaying your quotes once you found the quote you want to select select it hit Edit you can make any changes if you need to make changes and one thing you can do is book the order when its in booked status it creates a sales order but does not schedule any of the detailed lines this will not reserve inventory or sch
