You will convert your order from one stage to the next as it progresses
<flow> graph LR;
N(New_Customer) --> Q(Quotation) E(Existing_Customer) --> Q Q -- Deposit --> W{WIP} E -- Deposit --> W Q --> Invoice W -- Production --> Invoice
</flow>
All your orders, be they Quotations, Work Orders or Invoices, will open on the Sales Screen
You can also use the Sales Screen to search for existing orders, see: finding an order
To open the Sales Screen, expand the section: Sales
on the navigation bar at the left, then click on Sales Screen
:
Once you open the Sales Screen, you can immediately start entering a new order
This will create a Quotation by default,
down-arrow
just next to the new order button: