Convert Sales Quote to Sales Orders

Create Project & Orders

• Create Project

  • Name Project

• Sales Orders will be Automatically Created from a Quote.

Example of Different Orders in the Project

• Parent Sales Order

  • INSTRGFKITGTGP77

    • See here to create kits: https://help.goldfinchcloudsolutions.com/goldfinch/creating-formula-versions-and-item-formulas

  • INSTRGFKITGTNYPAN7FT

  • Question: Do you set the price to $0 at this point?

  • We will review tax at a later meeting.

• Customer #1 Sales Order

  • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York

  • Add Order Note

• Customer #2 Sales Order

  • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York

  • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak Gate

  • Add Order note