SJB Academy
Last update:
07/05/2026
Completed
Create a quotation
4 Views •Balance Sheet
4 Views •Common ZATCA rejection errors
4 Views •Multiple addresses (billing/shipping)
4 Views •Journals
4 Views •Sales Reporting
4 Views •Receipts & deliveries
4 Views •Product categories
4 Views •Dashboards
4 Views •Multi-company management
4 Views •Languages & localization
4 Views •Purchase Return
4 Views •Inventory count & adjustments
4 Views •Lots/Serials & Expiry Tracking
4 Views •Product variants & barcodes
4 Views •POS Setup
4 Views •Profit & Loss Report
4 Views •Add a vendor
4 Views •Purchase Order
4 Views •Pricelists
3 Views •Confirm a sales order
Confirming a quotation turns it into a binding sales order and opens delivery and invoicing steps.
Path: Sales ← Quotations ← [Quotation] ← Confirm
- Open the quotation to confirm.
- Review lines, prices, and 15% VAT one last time.
- Check Payment Terms under "Other Info".
- Set the expected Delivery Date if needed.
- Click Confirm; it becomes a Sales Order.
- A Delivery smart button appears for storable goods.
- Check the Invoicing Status field.
- Click Create Invoice or process delivery first.
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