An accepted quote becomes a sales order

What moves

Accepting a quote creates one sales order carrying its lines, tax, currency and customer. A won deal with no quote can also draft an order if your company asks for it, and a delivered order adds a note to the deal.

Before you start

• Both modules in your plan
• A quote with at least one line
• CRM and Sales Orders in your plan
• Create the order when a quote is accepted switched on (default)

Step by step

1. Account executiveCRM & Sales Pipeline

   Accepts the quote on the customer's behalf.

   You see:The quote is marked accepted.

2. SystemSales Orders & Fulfilment

   Creates the sales order with the quote's lines, once, even if the message is delivered twice.

   You see:The order shows 'Created from quote' in its notes.

3. Sales order clerkSales Orders & Fulfilment

   Confirms and fulfils the order.

   You see:The order moves through delivery.

4. SystemCRM & Sales Pipeline

   Adds a note to the deal's timeline when the order is delivered.

   You see:The salesperson sees delivery progress on the deal.

Related

• CRM & Sales Pipeline
• Sales Orders & Fulfilment
• Calls, meetings and to-dos on a lead appear in the shared agenda
• Credit limits are checked when a quote is sent
• CRM accounts are parties
• A customer answers a quote online and the rep sees the proof
• A discounted quote is approved before it is marked sent
• Connections between modules