All the sales estimates that you have saved are held under the Sales Estimates option within the Selling module.
You can convert individual or several requests to orders at the same time. This articles takes you through individual and multiple conversions.
The Sales Estimates screen is identical to our enquiry, record list and processing screens and you can find more information about the functionality on the screen from our Sales Estimates screen article.
For more information on how to enter a sales order estimate, please refer to our Enter a sales estimate article.
Converting a single sales estimate to a sales order
Click Selling then Transactions the click Sales Estimates.
Note: All sales order estimates are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of the sales estimate you wish to convert to a sales order.
Note: The Action Panel opens automatically from the right-hand side of the screen.
Select the Convert card and click Continue on the Confirm Conversion popup.
A confirmation message let's you know that the estimate has been converted to an order. You can find the converted sales order in the Outstanding Orders Enquiry.
Converting multiple sales estimates to sales orders
Click Selling then Transactions the click Sales Estimates.
Note: All sales order estimates are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkboxes in front of the sales estimates you wish to convert to a sales order.
Note: The Action Panel opens automatically from the right-hand side of the screen.
Select the Convert card and click Continue on the Confirm Conversion popup.
A confirmation message let's you know that the estimates have been converted to orders. You can find the converted sales orders in the Outstanding Orders Enquiry.
Delete a single sales estimate
Click Selling then Transactions the click Sales Estimates.
Note: All sales order estimates are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of the sales estimate you wish to delete.
Note: The Action Panel opens automatically from the right-hand side of the screen.
Select the Delete card and click Continue on the Confirm Deletion popup.
A confirmation message let's you know that the estimate has been deleted.
Delete multiple sales estimate
Click Selling then Transactions the click Sales Estimates.
Note: All sales order estimates are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkboxes in front of the sales estimates you wish to delete.
Note: The Action Panel opens automatically from the right-hand side of the screen.
Select the Delete card and click Continue on the Confirm Deletion popup.
A confirmation message let's you know that the estimates have been deleted.