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Convert a sales quote to an order

This is part of the Sales Quotes Add-on Module.

If a quote is accepted by a customer, you can easily convert it to a sales order or master order.

  1. Navigate to sales section icon Sales, then sales quote icon Quotes.
  2. Find your sales quote from the list.
  3. Click on convert quote icon Convert to in the taskbar. Select to convert to either a sales order or master order. Read about the differences between these two types of order if you are not sure which to choose.
  4. Once your new order is created, review the order details carefully to be sure they are updated.