Quotation to Sales Order Conversion

jramns · August 21, 2014, 2:47am

Hi,

I have downloaded Frappe-Bench and have installed ERPNext. When I click on the "Make Sales Order" icon in a submitted quotation, I get the following message:

Error: Value missing for: Customer Group

Error: Value missing for: Territory

Please create Customer from Lead LEAD-00001

Am I missing something?

Thanks

Jay

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sunilsrikumar · August 21, 2014, 4:08am

Hello Jay,

Before making sales order, you need to create customer account head for respective company/individual.

----

Sunil

Nescode (http://nescode.com)

Partner for ERPNext

On Thursday, August 21, 2014 8:17:48 AM UTC+5:30, Jay wrote:

Hi,

I have downloaded Frappe-Bench and have installed ERPNext. When I click on the "Make Sales Order" icon in a submitted quotation, I get the following message:

Error: Value missing for: Customer Group
Error: Value missing for: Territory
Please create Customer from Lead LEAD-00001

Am I missing something?

Thanks

Jay

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rmehta · August 21, 2014, 6:59am

On 21-Aug-2014, at 8:17 am, Jay <jr...@gmail.com> wrote:

Hi,

I have downloaded Frappe-Bench and have installed ERPNext. When I click on the "Make Sales Order" icon in a submitted quotation, I get the following message:

Error: Value missing for: Customer Group
Error: Value missing for: Territory
Please create Customer from Lead LEAD-00001

Like the message says, open the lead and click on "make customer"

Am I missing something?

Thanks

Jay

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