Sage 50 UKI Ideas Portal

Stop quotes going to sales order

A quote becomes a sales order when the customer accepts the quote. The conversions between quoting and winning a quote is all over the place. I have read there is a technical reason why this is happening but from a client and logical business perspective this is totally wrong, which makes the process incorrect. Please can we have the quote to sales order stage as a manual update and nothing else?

  • Guest
  • Oct 14 2024