Before you convert a Legrand CRM Quote into an MYOB EXO Sales Order, ensure that:
- The Company in Legrand CRM exists as a Customer in MYOB EXO.
- The accounting link between Legrand CRM and MYOB EXO is active.
- The Company in Legrand CRM has a Primary Contact.
Convert to Sales Order
Once you meet the requirements, go to the ‘Quotes’ tab in the company record. Right-click on the quote and select ‘Convert to Sales Order’.
NOTE: You can also go to the ‘Quotes’ module to convert a Legrand CRM Quote into an MYOB EXO Sales Order.
Click ‘YES’ if you have an opportunity record linked to the quote and would like to close it or ‘NO’ to keep the record open in your sales pipeline.
Select the winning quote from the revision list and click ‘SAVE AND CONTINUE’. You can also select whether to ‘Delete other revisions’ or ‘Keep all revisions’.
Enter a customer order number, select an optional sales representative and click ‘CREATE’.
Once you create an MYOB EXO Sales Order, the quote will close in Legrand CRM.
View MYBO EXO transactions and sales orders in Legrand CRM
Go to the ‘Transactions’ tab in the company record to see the customer’s transactions and sales orders.