Convert Purchase Quotes and Orders

Related topics

Enter a new purchase invoice

Enter a new purchase order

Enter a new purchase quote

Change the amount of sales tax charged for the entire transaction

Change the amount or type of sales tax charged per item

Print a quote, order, or invoice

Email a quote, order, or invoice

Change the terminology Sage 50 Accounting uses for purchase quotes and orders (Sage 50 Premium Accounting)

You can convert purchase quotes and orders in the program into invoices, and purchase quotes into purchase orders.

  1. Open the list of purchase quotes or orders.
  • To open the list of purchase quotes:

  1. In the Home window, click Vendors & Purchases on the navigation pane.
  2. In the Tasks pane, right-click the Purchase Quotes icon and select Find Quote from the menu.

  • To open the list of purchase orders:

  1. In the Home window, click Vendors & Purchases on the navigation pane.
  2. In the Tasks pane, right-click the Purchase Orders icon and select Find Order from the menu.

  1. Select the transaction you want from the list and click Select.
  2. Click the Convert button and select Convert Purchase Quote or Order to Purchase Invoice.
  3. In the Payment Method box, select a payment option.
  4. In the Invoice box, enter the purchase invoice number.
  5. In the Quantity column, enter the number of goods or services you are buying.
  6. Select either Process or Print & Process.
  1. Open the list of purchase quotes.
    1. In the Home window, click Vendors & Purchases on the navigation pane.
    2. In the Tasks pane, right-click the Purchase Quotes icon and select Find Quote from the menu.
  2. Select the quote you want from the list and click Select.
  3. Click the Convert button and select Convert Purchase Quote to Purchase Order.
  4. Make any required changes to the order.
  5. Select either Process or Print & Process.