Steps to create or edit quotes in Acumatica

Steps to create or edit quotes in Acumatica

1. Navigate to the Acumatica Menu, select Sales Order, and click Quote.
2. Search for the Quote with Quote ID/Customer ID/Status and choose the Quote from the search results and make the required changes if any, further, the revised details will be synced with B2B App.
 Copy Order
Copy Order
3. Quotes with Open status will have a COPY ORDER action button in the header menu to copy the quote as Sales Order and process further by taking the required actions.
Copy Quote as Sales Order
Copy Quote as Sales Order
 Process Quote
Process Quote