NB: This happens if the customer has been converted to a client and a file added, you can select the desired file and convert it into a client quotation.

 Please follow the below steps;

  1. Log into the system
  2. Go to Client Management module Customer Relation Manager (CRM) section
  3. Click on the Customer Quotation link to view a list of all quotations captured
  4. Go to the specific Quotation you wish to convert then click on the Action button against it
  5.  Select View option to view the quotation’s details
  6. Scroll down to the bottom page we have an Action button dropdown which has different options
  7. Select Convert to Client Quotation option to effect the change