Convert a Quote to an Order: Difference between revisions
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(Created page with "Category: CurrentRMS Before we can move forward with a rental, we need to convert the quote to an Order. = Converting a Quote to an Order = # Go to the Opportunity # On...") |
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Revision as of 08:09, 9 April 2020
Before we can move forward with a rental, we need to convert the quote to an Order.
Converting a Quote to an Order
- Go to the Opportunity
- On the right hand side, click the "Convert to an Order"
At this point, this is now an order and we can do Equipment Check-out and Create an Invoice.