Follow the steps below to transfer your Quotation to Order/Delivery Order or Invoice.

1. Navigate to Sales -> Quotations -> and click on View.

2. Click on the Transfer to Icon.

3. Choose to transfer to Sales Order, Delivery Order, or Invoice.

Example Sales Order:

4. The New Sales Order windows appear. Review and Update the information if needed.

5. Scroll down to the Item Section, check and review the transfer information.

6. If you only need to record a partial transfer, click on Manage Transfer Items.

7. Update the quantity to transfer inside Apply Qty field and click on Confirm.

Example 4 Units.

8. The quantity now is updated to 4 units.

9. Once done, click on Save.

10. Go back to your Quotation listing page and see the transfer icon changed to bold colour. Once you mouse over to the icon, it will show as partially transferred.

11. Click View to open this Quotation. Under the Items Section, the system will show you the 4.00 Unit has been transferred from this quotation.

12. With this information, it will help you to monitor your transfer transaction more easily.

Notes:

You can also refer to this article to transfer your transaction below: