Once we have decided to accept a particular quote that we have entered into the system, we can create a Purchase Order from the quote.
1. Ensure Purchase Orders is open
2. Click on the
Quote you want to change to a purchase order
Right click on this quote, and
choose Create an Order From
The Purchase Order window will open, and a
supplier window will open, to confirm the supplier
3. Click OK to confirm the supplier
4. Click on the
Detail tab
Notice that the detail line items have been brought from the
quote
5. Click OK to save, then click Yes to commit this purchase
6. Click Yes on message Do you wish the original quote to be kept as a template and this will save and move that quote to the non-current template quote folder. If you click NO than that quote will be deleted.