1.        Click on the 3 dots .... 'Close as Won'

       


2.        Reason is Order placed and stage is Prospect.

       


3.        Create Sales order


       

       

       Select RJ order type


       


4.        If the sales order create two lines for the sales order. Delete the line that does not show the Estimate ID. 


       


Enter the customer order number. Tick 'mark for production'.

       


5.        Remove hold

       

       

6.        Create production orders

       

       


7.        The job is created.

       See discount on the customer.

       

       




       

       



       




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