Convert quotes into orders

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Use the Customer Order tab to convert a quote into a customer order in Quote Management.

    Antes de Iniciar

    Role required: sales_agent

    Por Que e Quando Desempenhar Esta Tarefa

    The quote must be in an Active state and the quote state must be set to Completed. Then the Customer Orders tab becomes active.

    Nota:
    Verify your entitlements to see if you have access to this feature.

    Procedimento

    1. In the CSM Configurable Workspace, select the List view .
    2. Navigate to Quotes > All.
    3. Select the quote that you want to convert to a customer order from the Quote List view.
    4. In the Details tab, change the quote State to Completed and select Save.
    5. Select Create Order.
      When the order is created, a message appears with the order number.
    6. Select the Order number in the message to open the order.
      The Order Line Item view displays the order line items, pricing adjustments, and order tasks.