Add an order from a quotation

Once the customer has accepted the quotation, you can convert it into an order. You can do this from the quotation, but also from the order.

Note: 

You can only convert quotations with the Permanent or Sales contact approval status into an order.

To add an order from a quotation:

  1. Go to: Order Management / Sales process / Sales quotation.
  2. Select the quotation for which you want to make an order.
  3. Click on the action: Create order.

    You now see the new order in the entry layout.

  4. Click on: Finish.

Directly to

  1. Quotation
  2. Activate the Quotation functionality
  3. Configuration
  4. Add a quotation
  5. Add a quotation by copying lines
  6. View a quotation
  7. Release a blocked quotation
  8. Make a new version of a quotation
  9. Finalise a quotation
  10. Issue a quotation to a sales contact
  11. Approve a quotation
  12. Expire a quotation
  13. Add an order from a quotation
  14. Import a sales quotation