Visma eAccounting Standaard
Create order from quote
- Select Sales - Quotes.
- Select the quote you want to create an order from the list under Quotes in progress.
- Select Actions - Convert to order to create an order based on the information from the quote.
Add an article line by pressing Enter or clicking on the plus button at the end of the article line. Delete an article line by clicking on the minus button. To add a text line, click on Add new text row. You can change the order of text and article lines by clicking on the three dashes and using drag and drop to move the line where you want it.
- Do one of the following when you are finished with the order:
| Send order confirmation by e-mail | The order is automatically sent to the email address specified for the customer in the customer register. |
| Create order confirmation PDF | The order opens as a PDF and can be printed out. |
| Save draft | The order is saved under Drafts. |
Field explanations
Preview
If you want to see what the order looks like, you can preview it before it is sent.
EU intermediary, VAT triangulation rules apply
Check the EU intermediary, VAT triangulation rules apply box if the invoice relates to triangulation.
The column is shown if you checked the EU intermediary, VAT triangulation rules apply box under Settings - Company settings - Invoice settings.
Related topics
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Orders |
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Create order |
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Copy order |
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Create a back order |
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Complete order |
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Print a delivery note |
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Create invoice from order |
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Create article |
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Add/change or delete logotype |