How to convert a Quotation into a Sales Order in SIMS

How to convert a Quotation into a Sales Order

To export a quotation to an invoice, go to Main > Sales Quotation > Details, and click on the I icon as shown in the red box. This prompts the screen to confirm what to export. 



 If you do not need to export any of the items, just untick them from the Tag checkbox marked in the red box.




    • Related Articles

    • How to reverse a deposit on a sales order in SIMS

      The reversal of deposit on a cancelled sales order is a two-step process in SIMS. This is how you can do this:  Zeroise the deposit from the Sales Order using the Change Client Deposit button. Reset to 0. This "reverses" it from SIMS. Select the ...
    • How to convert a Quotation into an Invoice

      To export Quotation to an invoice, click on the icon shown in the red box illustrated below. This prompts the screen where you can confirm what to export. If you do not need to export any of the items, just untick them from the Tag checkbox marked ...
    • Reprint Sales and Purchase documents

      SFM allows you to print of the following documents that can be sent to your clients or suppliers: Sales Invoices, Cash Sales, Credit Notes and Cash Returns – Free Text Sales Receipts Supplier Remittance While posting the above transaction, the system ...
    • How to set additional details on reports, invoices, statements, receipts, and other selected documents?

      This document explains how to add additional details to various reports that will be shown at the lower part of the invoices, statements, receipts and other selected documents generated by the Shireburn Financial Manager. To configure this option, ...
    • How to enable sales in foreign currency in SIMS

      To enable sales in foreign currency, go to Admin > Company Maintenance > Sales tab and tick Post entries in foreign currency.