Transfer a Quotation into a Sales Order in QNE AI Cloud

Overview:

In QNE AI Cloud, sales staff can quickly convert approved quotations into Sales Orders without retyping. This ensures pricing, discounts, and taxes carry over automatically, saving time and reducing errors.

Scenario:

You issued a quotation for a client, and they’ve agreed to proceed with the purchase. Instead of creating a new Sales Order manually, you can convert the quotation directly, ensuring accuracy and speeding up order fulfillment.

Procedure:

Follow these steps to transfer a Quotation into a Sales Order:

Step 1. Create a new Sales Order

• Go to Sales Order > Add.
• Select the Customer in the header.
  

Step 2. Open Transfer Option

• On the top-right, click the Save & Send ▼ drop-down.
• Select Transfer from Quotation.
• The Transfer from Quotation dialog appears.
   
  

Step 3. Select the Quotation(s) to transfer

• Use the filters (Date range, Document #, or Customer) to locate the quotation.
• Tick the Transfer toggle switch next to the Quotation you want to use.
  

Step 4. Confirm the Transfer

• Click OK.
• A confirmation message will appear: “Transfer sales doc to sales order success.”
  

   

    

Step 5. Review the Sales Order

• The quotation’s details (items, descriptions, prices, discounts, and taxes) will automatically populate the Sales Order.
• If necessary, make edits such as adjusting quantities, updating delivery terms, or adding items.

Step 6. Save the Sales Order

• Click Save or Save & Send to finalize the Sales Order.
• Once successful, the document will be tagged as TRANSFER.FROM.
   

Application 

Example 1 — Direct Conversion

You quoted ₱25,000 for Legal Services under Quotation #QT2509/001. The customer accepts. Using the transfer function, you bring the quotation into a Sales Order. The Legal Services line with the same price and details is now part of SO #SO2509/001.

Result: The Sales Order is instantly ready for fulfillment, with no retyping required.

Example 2 — Consolidating Quotations

A customer approved two separate quotations for different items but wants them delivered together. You can transfer both quotations into a single Sales Order, review the combined details, and finalize the order.

Result: A single, accurate Sales Order captures multiple accepted quotations for smoother processing.
 

Example 3 — Partial Conversion

A customer accepts only part of a quotation (e.g., 3 out of 5 items). Using the transfer function, you bring the quotation into a Sales Order, adjust the items, and finalize only the approved ones.

Result: Flexible handling of customer requests without creating duplicate quotations.

Notice the Transfer Status column of the Quotations in the Quotations Search/List view.