Please toggle on the quotes feature if this does not appear in your menu.

Step 1.


Navigate to Sales > Quotes 


Quotes

Step 2.


Click on the Create quote button.


Step 3.


Fill in the details of the sales order and select Sales Order in the Quote type drop-down list. Hit the Save draft button at the bottom once you are satisfied with the details of the Sales Order.



The sales order will now appear in the Draft tab and can be processed as appropriate.


Draft


For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


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