Convert Quote to Order (Action Menu Entry)
1. Highlight existing Quote(s)
2. Use the Action Menu item: Convert Quote to Order
3. Confirm the change
4. Quotes have now been converted to Orders
AcctVantage ERP Knowledge Base
Topics
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Sales Orders and Invoices 16
- Sales Orders & Alternate Units of Measure
- View & Modify the Gross Profit Margin on an Order
- Markup vs. Margin Calculation
- Modify the Contents of a Kit on a Sales Order
- View Open Orders
- Record a Payment with the Order
- Apply an A/R Credit to an Order
- Duplicate, Recurring and Template Sales Orders
- Add a Tax / Surcharge to an Order
- Promotions / Discounts
- Print an Order as an Invoice
- Quick Entry
- Tax area does not reflect update to Client record
- View/Edit All Custom Fields on Line Items
- Brokered or Commission Sales
- Split a Sales Order by Warehouse
-
Receive Payments / Create Bank Deposits 13
- Receive a Payment from a Customer
- Receive a Customer's payment from an alternate Receipt Type (i.e. Credit Card, ACH, Wire, etc.)
- Credit Card Receipt Processing
- Enter a Client Deposit
- Post a Receipt that is linked to a Sales Order
- Receiving a Non A/R Payment
- Create a Bank Deposit
- Void an Unposted Bank Deposit
- Set up an alternate Receipt Type (e.g. credit card, ACH, wire transfer)
- Apply a Client Deposit to A/R (Posted Invoice)
- Apply a Client Deposit to a Non-Posted Invoice
- Void a Credit Card Receipt
- Adjust sales tax during Receipt entry
-
Shipping / Fulfillment 18
- Edit Shipment Parcel Contents
- Modifying the Ship To Address on a Sales Order
- Pick and Pack (LAN Client)
- Print Shipping Labels
- Add a Shipment to a Sales Order (manually)
- Fulfill an Order from a specific Lot or Serial Number
- Ship from a Different Warehouse or Multiple Warehouses
- Ship To / Bill To Addresses
- Bill of Lading
- Shipping without a Sales Order
- Ship Via, Freight Methods
- Override Backorder Reserves
- Shipping Integration
- Shipping Software Field Map
- Shipping Exchange
- StarShip Keywords
- FedEx Integrator / Ship Manager
- ReadyShipper Integration
-
Deferred Revenue 2
-
Other Sales Topics 11
- Sales Master
- Create a new Client Contact
- Lead Sources
- Enable Users to Modify the Notes on a Posted Sales Order
- Sales Summary
- Client Correspondence
- View Client Correspondence History
- Void/Delete a Client or Prospect record
- Reassign the Account Manager on a Sales Order
- Merging Client Records
- Limit a User's Order Status Permission
Support Resources
Call AV Support: 828-692-3301 ext. 2
Click here to E-mail AV Support
Support requests can be also created and followed via the AcctVantage Support portal.
When submitting a support ticket, it's helpful to know your AcctVantage Version Number.
Other Resources
AcctVantage ERP Downloads & Release Notes
- All Downloads, Installers & Release Notes
3rd Party Software Integrations
- Software Integrations
Video Tutorials
- All Video Tutorials
AcctVantage Mobile
- AcctVantage Mobile Articles
AcctVantage ERP User Manuals
- AcctVantage ERP 101
- Accounting / General Ledger
- Accounts Payable / Purchasing
- Accounts Receivable / Sales
- Administration
- Job Costing
- MRP (Materials Requirements Planning)
- Inventory & Warehouse Management
- Production & Manufacturing
- Custom Forms / Reports / Scripts
- Importing Data