Order from Quote

In this sub process, order is created from approved quote record using single click on “Create Order” button.

For creating order from quote, kindly follow steps given below

• Navigate to -> Menu Category.
• Select Sales menu category.
• Navigate to sales -> Quote.
• Displays list page of Quote click on -> Approved Quote record.
• Click on -> Create Order button.

Approved Quote record with Create Order button

• Navigate to -> Order tab.
• Order gets created in “New” status from Quote record.

Order created in “New” status from quote.