Once your customer has accepted a quote, you can then convert it to an actual sale. Once you convert a quote, you will not be able to edit it, but you will be able to view it using the Quote list or from the type of transaction that it was converted to.
You can convert a quote to one of the following:
Sale/Invoice: The quote will be available for editing on the Sales/Invoicing task window. If you have an invoice number for this quote already and will not print the invoice, enter it in the Invoice # field. You can also leave the Invoice # field blank so you can print the assigned number later.
Sale Invoice and Print Now: This option allows you to convert the quote to an invoice and immediately print the invoice. Sage 50 opens the standard windows for selecting the invoice form you want to use and provides you with the starting invoice number.
Sales Order: This option allows you to convert the quote to a sales order, so you can ship partial shipments of items on the quote if, for example, some of the items on the quote are not in stock. Sage 50 will display the next available sales order number and assign it when you convert the quote.
Proposal: This option allows you to convert the quote to a proposal. Sage 50 will display the next available proposal number and assign it when you convert the quote. (Sage 50 Premium Accounting and higher) How do I apply a proposal to a sales invoice?
When you convert a quote, the quote number is retained for reference. You cannot edit the quote in the Quotes task window, but you will be able to see what the original quote number was and view the original quote from the new task window. The Save, Print, Convert, Email, and Delete buttons will be disabled.
Note: If you delete a sales invoice, sales order, or proposal that originated from a quote, Sage 50 will delete the original quote as well. However, you will get a warning message and you can cancel out if you want. However, the quote will be retained in the following case: if a sales invoice is deleted, but the quote was converted to a sales order or proposal first. In this case, the sales order or proposal will be retained, and thus, the quote will be retained as well.
Tip: You can see what type of transaction a quote was converted to on the Quotes List. Click the List button on the Quotes window or from the main Sage 50 menu, go to Lists>Customers & Sales>Quotes.