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How to convert a quotation into a sale on Android

How to convert a quotation into a sale on the web. First, go to “Quotations” on the left-hand side of the dashboard. After clicking on..

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to Bills.

Click on “Quotations” from the navigation bar.

Select or search for the quotation you want to convert into a sales invoice.

Go to Quotations

Step 2: Go to the menu.

Now, click on the menu button at the top right-hand corner of the screen.

Edit the quotation

Step 3: Convert to sale.

A pop-up list appears at the bottom of the screen. Now, select the “Convert to Sale” option from the list.

Click on convert to sale

Step 4: Click on “Create”.

A form appears with the details of the products and customer. Here, review the details and click on the “Create” option present at the bottom of the screen.

Congratulations! You have successfully converted a quotation into a sales invoice and a pop-up appears at the bottom of the screen informing the same.

Quotation converted to sale successfully

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