In Clik Service, you can convert quotes into a job sheet, invoice or link it to a purchase order.
Open your quote and select the ‘Activity‘ tab.
Then select the tab that you want to convert your quote into. For this example, we’ve chosen the ‘Job Sheets‘ tab.
If you are converting the quote into a job sheet or invoice, you have the option to add or link to existing jobs and invoices. Or you can select an option from the ‘New’ drop-down.
When converting into a purchase order, select New > Blank PO, which will allow you to add these details to a purchase order.
Save your work and then you’re done.