The last step in the sales process is to confirm your quote through to the integrated accounting system or inventory management system. Once the quote has been confirmed through to the accounting system you will be able to fulfil the order & send an invoice. Please note in order to confirm a quote the customer will need an assigned sales ledger.
To confirm a Quote Record simply change the Quote Status to Ordered which is located in the main Entry page of the record.
Your Quote Record will then move to a status of Waiting to be confirmed. Depending on what type of accounting system or inventory management system you have, the quote will be pushed through to a status of Confirmed order when the next import runs. You can check whether an order has confirmed through by looking at the quote status at the top of the Quote Record. This will show as Confirmed Order highlighted in green.