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An accepted quote becomes a sales order

Customer & Partner PortalSales Orders & FulfilmentAutomatic

What moves

When a customer accepts a quote in the portal, a sales order with the quote's lines is created from it.

Before you start

CRM and Sales Orders in your plan

Step by step

CustomerCustomer & Partner Portal
Accepts a quote.
You see:CRM marks it accepted and announces it.
SystemSales Orders & Fulfilment
Creates one order with the quote lines for that customer, once even if announced twice.
You see:The order appears for the sales team.

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