Create an order from a quote line item

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create orders from quote line items by using the Create new order UI action.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select List view and select Quotes > All
    2. Select the quote, which must be in the Completed state, and select the Line items tab.
    3. Select a quote line item and select Create new order.
      A dialog box indicates the creation of a new order. Select the new order record to view it. Or you can also navigate to the Customer Orders tab to view the new order record.