How to Create a Sales Order from a Quote in Epicor 9

    sales order

    Create a Sales Order from a Quote in Epicor 9

    Here’s a tip for creating a sales order from a quote in Epicor 9 when the customer is not allowed to have duplicate PO numbers:

    If you want to create a sales order from a quote in Sales Order Entry (Actions – Get Opportunity/Quote) when a customer has “Check Dup PO” set to "yes," and enter a PO number on the header in the quote before opening the entry screen.  The number doesn’t have to be the actual PO, but it can serve as a place holder that can be changed once the sales order is created.

    Epicor 9 has some great features for Quote Management.


    One Time Ship To Location

    Create a one-time ship to location on an individual quote or sales order.

    You can indicate within Customer Maintenance whether a customer record requires one time ship to locations on sales orders. This activates the One Time check box within Opportunity/Quote Entry and Sales Order Entry, where you can enter a unique shipping address on a specific sales order.

    You can then create a sales order (or a quote later turned into a sales order) that ships part quantities to this unique, third-party customer location. Use this functionality, for example, when you need to make a shipment to the customer of your distributor.

    If you need, you can also indicate that this ship to location should become either a new customer record or a new ship to location for the original customer record.

    Suggested

    Matt Schuval

    Matt Schuval

    Matt, the Chief Executive Officer at Datix, is a thought leader in the ERP community and President of the Epicor Partner Council. He has a strong industry background that has allowed him to transform Datix into one of the top enterprise software consultants in the U.S.

    "Women in Tech" Part Two: A Datix Developer Weighs In Is Your Business Ready to Upgrade to Microsoft CRM '13?

    Contact Us

    Categories

    see all

    Recent Posts