Quote to order
Convert an approved quote into a sales order.
Once a quote is approved and accepted, convert it into a sales order so it can be fulfilled and invoiced — carrying the line items and pricing forward.
Convert
- Open the approved quote.
- Choose to convert it to an order.
- Confirm the line items and customer; the sales order is created.
- Proceed with fulfillment and invoicing (see the Sales order topics).
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