How to Convert a Quote to a Sales Order in Zoho Books

Do you want to convert a quote to a sales order? In Zoho Books, you have the option to convert a quote which is in the Accepted status directly to a sales order.

When is this useful?

Let’s say you have created a quote for your customer. Once your customer accepts the quote, you might want to convert it into a sales order confirming the items to be sold, the delivery method and other necessary details.

Resolution

To convert a quote into sales order:

• Go to Sales > Quotes.
• Select the quote which you want to convert into a sales order.
• Click More > Convert to Sales Order.
• The New Sales Order page will be auto-populated. Verify the details, and save and send it to your customer.