How To Transfer Quotation to Sales Invoice

Created by QNE Software Sdn bhd, Modified on Mon, 10 Apr, 2023 at 5:30 PM by QNE Software Sdn bhd

Scenario:

After reviewing the quotation, the customer agrees to the terms and confirms their intention to purchase the stock/services stated in the quotation. Thus, you are required to issue a Sales Invoices to customer. So, the following solution steps will show you on how to transfer stock/ services in the quotation to the sales invoice that you require to issue.

Solution

Let’s say that we currently have a quotation QT2304/001 with amount of MYR3,850.00 issued for ZNM CORPORATE SERVICES SDN BHD. The Boss of ZNM CORPORATE SERVICES has agreed with the quotation and confirms their intention to purchase the stock/services included in the quotation. Therefore, user need to create a sales invoice to record the transaction and provide the customer with a formal invoice for payment.

In QNE Cloud Accounting we offer a quick solution to transfer the details in quotation to Sales Invoice to streamlined the sales process and minimized the risk of errors in the transaction data. This ensures that the customer receives an accurate and timely invoice, which can help to improve customer satisfaction and ensure timely payment.

1. Go to Sales> Sales Invoice.

2. Click the “Add” Button to create a new Sales Invoice.

3. Select the customer to issue sales invoice. (ZNM CORPORATION SDN BHD)

4. Place the mouse at the arrow box as shown and select the “Transfer from Quotation” option.

5. The transfer quotation panel will be shown as the snippet below.

User can filter out the quotation issued date or select Quotation number to filter out the required quotation to transfer to sales invoice.

6. Select the quotation to transfer by clicking on the switch button under the transfer column.

7. Then press the “OK” button to proceed the transfer.

8. System will show a message “Transfer sales docs to sales invoice success” after transfer the details in quotation to invoice is successfully completed.

9. The details from quotation are successfully transferred to the sales invoice.

10. User can select either one of these 4 methods to save the sales invoice created.

Save: Save the document.

Save & New: Save the document and instantly create a new document.

Save & Close: Save the document and close the “create document” window.

11. The new invoice created INV2304/001 transferred from the quotation QT2304/001 is shown in the Sales invoice list.

Our system supports transfer of document from quotation to sales invoice which streamlines the documentation process and mitigated risks of errors of the transaction of data. This ensures the invoices issued to customer who confirm on the quotation issued beforehand is error-free.