Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Creating sales orders from sales quotations
Your task/initial situation
You have created a sales quotation for a customer and the customer has accepted it. You now want to create a sales order from the sales quotation.
- Click on the Sales icon to go to the sales management in JTL-Wawi.
- Click Sales quotations in the left folder structure.
- In the overview, select the desired sales quotation and open it by double-clicking.
- In the sales quotation details, click on the arrow next to the Save button and select Create sales order.
Alternative: In the sales quotation management, right-click on the desired sales quotation and select the option Sales quotation > Create sales order in the context menu to directly create a sales order.
The sales quotation is now listed in the Sales orders folder. You can now ship the sales order as usual. Read more on the topic here.