---
title: "Accepting a Sales Quote"
canonical: "https://kb.myframeworks.com.au/space/CO/30523094/Accepting%20a%20Sales%20Quote"
format: markdown
---
Accept a sales quote to convert it into an active sales order.

> 📝 ## Prerequisites
> 📝 
> 📝 - Access to the Sales Orders dashboard
> 📝 - Valid sales quote exists for the customer
> 📝 - Customer account is within trading terms
> 📝 - Quote has not expired

## Steps

1. Navigate to **Sales > Transaction Processing > Sales Orders** from the Frameworks Menu.
2. In the **Customer** field, enter the customer name or customer ID and select from the suggested results.
3. Click the quote hyperlink to select the quote you want to accept.
4. Click the **Actions** button and select **Accept Quote**.
5. In the **Quote Acceptance** window, enter the required acceptance details.

| Field | Description |
| --- | --- |
| **Date Required** | Select the date required using the calendar picker. |
| **Accept This Date** | Enable this checkbox to accept the Date Required entered. |
| **Agreed Value** | Confirm the transaction value. |
| **Customer Order Ref** | The customer order reference displays automatically from the original quote. |
| **Print Prices** | Enable or disable this checkbox to control whether prices print on documentation. |
| **Copy Line Comments** | Disable this checkbox if you do not want to copy line comments to the sales order. |
| **Desp. Method** | The despatch method displays automatically from the original quote. |
| **Supervisor Name** | Enter a supervisor name if required for quote acceptance approval. |
| **Supervisor Phone** | Enter a supervisor phone number if required for quote acceptance approval. |

6. Click **Accept **to accept the quote.
7. Review and modify the converted order if needed.

## Result

The quote is converted to an active sales order. The original quote is stored with a status of 'Won' and cannot be reversed. You can now modify the order if needed.

> ✅ ## Related Tasks
> ✅ 
> ✅ - Create a Sales Quote
> ✅ - Edit a Sales Order
> ✅ - Find an Open Sales Order or Quote
> ✅ 
> ✅ ## Related System Settings
> ✅ 
> ✅ The following system flags affect quote acceptance:
> ✅ 
> ✅ - **[SOPConfDDt](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13177907)** - Determines whether confirmed delivery date is captured when accepting quotes.
> ✅ - **[SOPSupDet](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13178049)** - Determines whether supervisor details are required when accepting quotes.