CenterPoint® Accounting - Enter a Sales Order or Quote Video - Duration: 22 min 12 sec

Sales Order Work Flow Steps Document

Enter a Sales Order or Quote Document

Sales Order - Quick Entry Document

Convert a Quote to a Sales Order Document

Fill and Unfill Sales Orders Document

Invoice Filled Sales Orders Document

Print or Email Sales Orders Document

 

This video covers how to enter a sales order or a quote in the Sales Order module. A quote is entered to document quoted prices to a customer. If the customer then commits to purchasing the goods/services, an order is created to properly manage the sale and inventory levels.