Accepting/Declining Sales Orders (SO) and Sending an Invoice

In the Quotable platform, the seller can check SO (Sales Order) by clicking on Sales on the left pane and selecting Orders from the dropdown menu. 

• From there, look for your order with the awarded quote. Its status should be “Pending Acceptance”. To open the Sales Order, click on the Order ID as shown in the screenshot below:
  
  
  

• Once you’re on the Sales Order (SO) page you selected, you should be able to view the details of the order. You will have an option to accept or decline the Sales Order (SO) based on the details of the order (this is provided in the Sales Order page) and agreed terms with the buyer.
  
  

• Once the seller accepts the Sales Order, the buyer will receive an email about the confirmation of the order along with the details of it. The seller can now convert the Sales Order (SO) to an Invoice to complete the sales.

• When creating an invoice (INV), the seller just needs to update the Invoice date,Invoice Due date, double-check if all the details are correct and update the correct payment terms, which the seller may have discussed with the buyers offline for any changes. If there are no updates, just put in the original agreed payment terms and if the seller has their own invoice from their system, they can attach it through the Invoice page. 

Once everything is already good, scroll down to the bottom of the page and press “Create Invoice”.

The buyer will receive an email about this once it’s already sent so make sure all the details are correct before sending it to them. The email will inform the buyer about the invoice the seller sent and the payment will be under review.

In the Quotable platform, the seller can check SO (Sales Order) by clicking on Sales on the left pane and selecting Orders from the dropdown menu. 

• From there, look for your order with the awarded quote. Its status should be “Pending Acceptance”. To open the Sales Order, click on the Order ID as shown in the screenshot below:
  
  
  

• Once you’re on the Sales Order (SO) page you selected, you should be able to view the details of the order. You will have an option to accept or decline the Sales Order (SO) based on the details of the order (this is provided in the Sales Order page) and agreed terms with the buyer.
  
  

• Once the seller accepts the Sales Order, the buyer will receive an email about the confirmation of the order along with the details of it. The seller can now convert the Sales Order (SO) to an Invoice to complete the sales.

• When creating an invoice (INV), the seller just needs to update the Invoice date,Invoice Due date, double-check if all the details are correct and update the correct payment terms, which the seller may have discussed with the buyers offline for any changes. If there are no updates, just put in the original agreed payment terms and if the seller has their own invoice from their system, they can attach it through the Invoice page. 

Once everything is already good, scroll down to the bottom of the page and press “Create Invoice”.

The buyer will receive an email about this once it’s already sent so make sure all the details are correct before sending it to them. The email will inform the buyer about the invoice the seller sent and the payment will be under review.