Convert quotes into orders with the Customer Orders tab

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: admin

    About this task

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

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

    Procedure

    1. Navigate to the List view Lists tab. and select All Quotes.
    2. Select the quote that you want to convert to a customer order with from the Quote List window.
    3. Change the Quote State to Complete and select Save.
    4. Select the Create Order button.
      When the order is created, a message appears with the order number.
    5. Select the Order number in the message to open the order.
      The Order Line Item window opens showing the order line items, pricing adjustments, and order tasks.