Description

This document explains how to clone order as Quote.

Detail Steps

  1. Login to WMS

  2. Go to Sales Register

  3. Find Sale you want to Clone

  4. Highlight sale

  5. Right click and Select


  6. Edit Quote screen will Open

  7. Update Quote or Update Sale as Order


Note

If USER cancel the quote then quote will show 'CANCEL' status in the register . If Superuser delete the quote then it will be removed from the system.

If user encounter alert "This User profile has restricted access to this action" then ensure user privilege "Clone Sale Quotes" is ticked under Tools > User Management. After setting change user might need to restart WMS.


  

Related Information

None