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Create a Sales Order from an Estimate in Method

Last post 06-10-2015 3:43 PM by Method_Audisho. 1 replies.
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  • 06-10-2015 2:27 PM

    • TTUS2371
    • Not Ranked
    • Joined on 05-29-2015
    • Detroit, MI
    • Posts 3

    Create a Sales Order from an Estimate in Method

    I need to create a Sales Order from an Estimate in Method.  I want to call it an Order Confirmation.  After I send an Estimate and the customer sends back a PO, I need to send an Order Confirmation and an Invoice.  This is how my corporate office wants me to handle it.  I don't need the have the Sales Order convert into the Invoice in QB.  I will do that with the Estimate.  I just need to create an Order Confirmation (AKA Sales Order) from the Estimate so I don't have to retype it.  Please advise.

    Jamie Sandor
  • 06-10-2015 3:43 PM In reply to

    Re: Create a Sales Order from an Estimate in Method

    Answer

    Hi Jamie,

    Please see my reply to your other post here.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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