Quotes can only be converted into price contracts for customers, not
prospects.
1. Select Gx
CRM from the toolbar.
2. Select Contact
Details from the menu.
3. Select
the required customer or prospect.
4. Click Place
Order in the toolbar and then select Open Quotations.
5. Quotation
No - select the quote from the drop-down menu.
6. Click
the Create Contract button
7. You
will be warned if a contract already exists for this customer. Choosing
to continue will replace the existing contract with the products and pricing
on the quote.
8. Enter
the contract start and end dates.
9. The
quote remains on the system and you can view the newly created
customer contract in Gx SOP\Customer Price Contracts. Click here
for
instructions on accessing customer contracts.