From the course: SAP Business One: Sales and Customer Service
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Sales orders from open opportunities - SAP ERP Tutorial
From the course: SAP Business One: Sales and Customer Service
Sales orders from open opportunities
- Cooley pizza has placed some orders and it's time to get all that selling into an order. We do that in the sales module with a sales order, you can convert quotes or make new sales order. We'll first convert the two quotes into sales orders. So I'm going to go back to this opportunity I have with Nova that's up on the screen right now. And one workflow of an order is to do it from this opportunity. I get already set up the order stage and all I need to do is fill in this spot right here. And one way to do that is I can go to this document which is the sales quotation and open up the sales quotation. Draw all of the bottom and you'll see on the bottom a button that says copy to. If you click on that button, you have several things that you can copy this quotation to the one all around the top is sales order. So I'll click that and it opens up a sales order that has filled in everything for me based on the quote. The only…
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