Converting a QCI to an OCI or SCI

Converting your Quotes and Orders to sales in SapphireOne is a crucial step in advancing the sales process. This guide will walk you through the process of performing these conversions in SapphireOne. The user should note that they have two options when converting these items.

1. Step by step from QCI to OCI and then SCI.
2. A shortcut is provided for a QCI, to convert these directly to an SCI.

Quote Client Invoice (QCI)

1. Navigate to Inventory > Sales > Inquiry and select the Transactions option.
2. Open the transaction you wish to convert and go to the More Details page.
3. You will see four conversion checkboxes:
   • Tick the OCI checkbox to convert the Quote to a Sales Order.
   • Tick the SCI checkbox to directly convert the Quote to a Sales Invoice.
   • Tick the JCI checkbox to convert the Quote to a Project-based Sales Invoice.
   • Tick the TCI checkbox to convert the Quote to a POS Till-based Sales Invoice.

Order Client Invoice (OCI)

1. Navigate to Inventory > Sales > Inquiry and select the Transactions option.
2. Open the transaction you wish to convert and go to the More Details page.
3. You will find two conversion checkboxes:
   • Tick the SCI checkbox to convert the Order into a Sales Invoice.
   • Tick the TCI checkbox to convert the Order into a POS Till-based Sales Invoice.

Alternate Method – Mouse-Right-Click Context Menu

This mouse-right-click functionality is specifically for Orders:

1. Navigate to Inventory > Sales > Inquiry and select the Transactions option.
2. Select the Order you wish to convert.
3. Use the right mouse click function to display the context menu and select the Convert option.
4. SapphireOne will immediately convert the Order to a Sales Invoice without any further intervention by the user.

Alternate Method – Using the Sapphire Tools menu

This process applies to both Quotes and Orders

1. Navigate to Inventory > Sales > Transactions.
2. Select the transaction you wish to convert.
3. Go to Sapphire Tools > Process and select Convert to SCI or PVI.

This process will convert the selected transaction into either a Sales Invoice (SCI) or a Vendor Purchase Invoice (PVI), depending on which side of the account system you are currently operating on. If you are on the sales side, it will convert to an SCI, and if you are on the purchasing side, it will convert to a PVI.

For more details, visit the Inventory > Sales > Transactions article.