When you accept a quote it will change from a quotation to a sales order. The way you work with it will not change and you can still return and edit the order after acceptance. Once a quote is a sales order you will have access to delivery notes and invoices that were previously disabled for a quote. When accepting a quote you also set the customer's payment schedule and lock any dates.
To accept a quote:
• Save a quote and click Accept on the main toolbar.
OR
• Right-click a quote reference number and select Accept Quote.
This Quotation Acceptance window will open:
The 2 most important tabs are:
Key Dates
The Accept Quotation screen displays a list of key project dates. The dates can be calculated automatically using the information supplied in sales order confirmation settings and/or they can be input manually.
Some of the following dates may not display according to your sales order system configuration:
The dates always default to showing the current date but can be changed by using the popup calendar. Blanking out the date in any of the fields stops the system placing an entry onto the schedule.
| Accepted | Will always display the current date but can be changed by clicking the popup calendar button. |
| Production | Completing this date will place an entry onto the schedule. |
| Survey Date | Completing this date will place an entry onto the schedule. |
| Delivery | Completing this date will add a customer delivery date onto the schedule. Extra information is shown by clicking Expand Click Expand Select the resource (this is the same as the main schedule resources). Input load number, delivery method, vehicle and estimated time. To change delivery method and vehicle click Text entered here can be shown on the appointment block in the resource planner depending on the prompt settings. |
| Installation |
Complete the date for installation and pick a resource for main installation. Alternatively if using the resource planner click Expand Click Expand Entering the extra level of installation dates is only necessary if you are using the discontinued version of the resource planner. This is not recommended. For more information see Resource Planner. Select a resource type, name (if required) and input the number of estimated days required for installation. This list of resource types is setup in schedule resources. |
| Completion | The date that the whole order is estimated to be finished. |
Payment Stages
The customer's payment schedule is also calculated using the default information specified in the System Config screen or at customer type. You can override these defaults here, just for this specific quote, if required.
Click in the boxes to change these values:
| % | Percentage of order value for payment |
| Amount | Amount for payment |
| Days | How many days after... (or enter a negative value for days before, for example to ask for payment a number of days before the delivery date) |
| From Date | Select the required key date (e.g. Delivery date) |
| Due Date | This will be completed as soon as you have selected From Date and will be increased as necessary. For example if you enter Days = 4 From = Completion then this date will become 4 days after completion. |
| Amount Due | This will be automatically calculated. |
| Lock | Tick this box to stop the payment date from being recalculated. It remains locked to the original date. |
Lock All Payment Dates - No payment dates will be recalculated (shows a tick next to every date).
When you click 
Update the dates will be created with the appropriate entries in the schedule.