How to create and convert Sales Orders and Quotes

Setting up, creating, and converting Sales Orders and Quotes into Sales Invoices in Sage 50 Accounting.

Enable Estimates, Quotes, and Orders

1. Go to Setup and select Settings.
2. Select Company then Features.
3. Check the boxes next to the Orders, Quotes, or Estimates that your company uses.
4. Click Ok to close the Settings window.

To create a new Sales Estimate

1. Go to Customers & Sales (or Receivables).
2. Right-click the Estimates icon and select Create Estimate.
3. Enter the details of the quote then click Record.

To convert a Quote / Estimate to an Invoice or Order

1. Go to Customers & Sales (or Receivables).
2. Right-click the Sales Quote icon and select Find Quote.
3. Select the transaction you want to convert and click Select.
4. Click the Convert button.
   • Select Convert to Invoice to convert into an invoice
   • Select Convert to Contract to convert into a contract
5. Enter the number of items you’re selling in the Quantity column.
   • To fill all the items on the order, click  in the toolbar
   • If you’re partially filling the order and want to cancel the back order for any remaining items, click  in the toolbar
6. Click Process or Print & Process.

How to create a new Contract / Order

1. Go to Customers & Sales (or Receivables).
2. Right-click the Contracts icon and select Create Contract.
3. Enter the details of the contract then click Record.

How to convert a Contract / Order to an Invoice

1. Go to Customers & Sales (or Receivables).
2. Right-click the Contracts icon and select Find Contract.
   • Or in the Order / Contract Number box, click if you already have the window open
3. Select the transaction you want to convert and click Select.
4. Click the Convert button and select Convert to Invoice.
5. Enter the number of items you’re selling in the Quantity column.
   • To fill all the items on the order, click in the toolbar
   • If you’re partially filling the order and want to cancel the back order for any remaining items, click in the toolbar
6. Click either Process or Print & Process.

 NOTE: A journal entry won’t be posted as an Estimate or a Contract until it has been converted into an Invoice.