How do I generate a purchase order (PO) from a quote?
Generating a purchase order (PO) from a quoteFollow these steps to generate a PO from a quote:
- Log in to your CRM account.
- Click the Main Menu.
- Click Sales.
- Select Quotes.
- Select the required quote from the list view.
- Click the More icon on the top right corner.
- Click Purchase Order.
- Click Yes to copy the data from the quote to the purchase order. Creating Purchase Order window opens.
- Fill in all the mandatory details.
- Click Save. A successful message appears with the PO link.
To know more about Quotes, click here.