Convert To Process (Push lines from one transaction to a new transaction)
Sales and Purchase transactions can be converted from Quotation to Return with the following standard workflow
However user can flexibly convert to the desired Document Type depending on requirements. For example, from a Quotation, user can click Convert to Sales Invoice to skip the Sales Order. User can also start from Order or Invoice, and skip Quotation.
For the system to track Account Receivable and Account Payable, Invoice must be created. Quotation and Order have no effect on your financial position.
User can convert Sales Quotation, Order or Invoice to Sales Delivery. User can also convert from Quotation or Order to BOTH Delivery with Invoice by clicking the Convert to Sales Delivery with Invoice. Selecting the with Invoice option, the system will create the Invoice and Delivery in at the same time.
Convert to Delivery without Invoice
User can choose to convert to Delivery without Sales Invoice. In this case, only Sales Delivery will be created. When user is ready to create the invoice for the delivery, create a New Invoice, select the Customer and Currency, click Convert From Sales Delivery
Lines from Sales Delivery that are not yet invoiced will be shown (with matching Customer and Currency). Select the lines to be invoiced, click OK. In this case user can group delivery lines from multiple deliveries into a single invoice.
Convert From Process (Pull lines from many transactions to one)
User can group lines from multiple documents to create a single document during conversion. For example, user can create a new Sales Invoice, select the Customer and Currency click Convert From Sales Order:
A pop up windows with lines copied from Sales Order for the Customer with the same Currency will be shown:
- Check the RED box to select all lines
- Check the GREEN box to select the lines from a single document (SO-00000001 in this case)
- Check the YELLOW box to select a single line
In this case we pick 1 line from each order and click OK
The lines will be copied to the invoice and the document will be saved
User can edit the quantity and other details, notice the details will affect eh Progress of the original document user copied from. For Progress tracking details please review the guide on Transaction Line Progress and Conversion.
Close the Transaction
When all lines of the transaction reached 100% Progress, the Is Finished checkbox will be checked automatically.
If user want to manually close the transaction, so the lines in it will not be available for conversion anymore, user can check the Closed checkbox and Save. All lines in that transaction will not be shown for conversion.