Won the job 1:03
From the accepted quotation to the order and the customer's advance.
Transcript
Hi, I'm Zuzu. The customer said yes! Let's turn the quotation into an order, and record their advance.
Open Quotations to follow up, and pick the one they accepted.
Click Create, then Sales Order. Everything is copied across. Just set the delivery date.
Save, then Submit. The quotation is now marked Ordered.
When the advance arrives, click Create, then Payment. Enter the amount, and the bank reference.
Save and submit. The advance is held against this order, and adjusted on the invoice later.
That's it! Need a hand? Visit zenoziva.com
