Sage 50 UKI Ideas Portal

covert a quote to a pro-forma

we would like to mark the quote as won, and select pro-forma in the drop down box as marking the quote as won raises a sales order. We are having to mark the quote as lost as this does not raise a sales order and raise a new sales order and select pro-forma in the drop down box.

  • Guest
  • Apr 16 2024