Creating a Quote

Watch our tutorial on setting up quotations in Fraction ERP. Each quotation is based on a contract with a status of “Quote”, each quote is a snapshot of the contract so if you change the contract and then create a new quote revision, it is based on the information in the contract record at that point in time.

Converting a Quote to a Sales Order

In order to convert any quote to a sales order, open the contract and edit the status to change it from quote to active. This automatically allocates a sales order number to the contract.

Creating a Sales Order

The process is the same as creating a quotation except when you save a sales order there is no quote reference required and line items should be entered with due dates rather than lead times.