Creating an Order/ Shipment directly from Won Inquiry
1. As you are proceeding to mark your Inquiry/ Quote as won Click on 'Won & Create Shipment' Or 'Won & Create Order'. For this example we are creating a direct Shipment
Incase you would like to know how to mark an inquiry won or lost, click here.
2. This will take you to the New Shipment creation page where all of the details from your Inquiry & Quote (especially charge codes) will be pre-filled for easy access.
Click here to see detailed steps on how to create a Job
3. Click on Create Shipment
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Creating an Order/ Shipment directly from Won Inquiry
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