Once a customer accepts your issued quote, the next step is to process it by creating a received order. If you have insufficient stock, you can easily generate an issued inquiry to a supplier directly from the order.
Creating a Received Order
In the top menu, go to: Sales → Issued Quotes.
Select the accepted quote.
Click SERVICES → Create Received Order.
The new document editor will open.
Fill in the required details (customer, line items, dates, etc.).
Save the document.
You can find the completed order in the menu under: Sales → Received Orders.
Creating an Issued Inquiry for a Supplier
If you do not have sufficient stock, you can create a supplier inquiry directly from a received order:
In the top menu, go to: Sales → Received Orders.
Select the order from which you want to create an inquiry.
Click SERVICES → Create Issued Inquiry.
A window with the order items will appear:
enter the quantity of units you wish to inquire about,
select the supplier using the search icon from Company Addresses.
Select the document type for the issued inquiry.
Once the document editor opens:
fill in the required details,
adjust the price inquiry if needed.
Save the document.
You can find the saved inquiry in the menu under: Purchasing → Issued Inquiries.
Tip: In the system, you can pre-configure the document type used when creating a quote received from a supplier. This will streamline subsequent steps in your sales process and speed up your workflow.