- EBMS Knowledge Base
- Sales
- Sales Orders
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Convert Sales Order to a Proposal
This option allows the user to create a proposal or quote document from the content of a sales order. This feature is commonly used in a point-of-sale environment when a customer decides to hold off on a purchase but wants a priced-out quote for the desired items.
Note: Most commonly sales orders are created from proposals rather than using this utility. Review the Creating a Sales Order for more details.
It is recommended that quotes and proposals are created within the quote dialog and sales order are not created until a quote or proposal has been approved. Review the Sales Quotes and Proposals Overview section for more context.
Complete the following steps to convert a sales order to a proposal:
- To open a sales order, go to Sales > Invoices and S.O.s and search by the sales order number or set the Status to Sales Order for a broader search.
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Open the selected Sales Order and select Process > Convert to Proposal from the sales invoice entry header menu, as shown below:
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A Proposal will automatically be created from the sales order, as shown below:
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When the proposal is saved and closed, a dialog will appear asking if you would like to delete the sales order as shown below:
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Select Yes. It is important to delete the sales order after converting the information to a proposal, because sales orders affect the inventory count and proposals do not.