A customer accepts a quote on the portal and the order follows

What moves

When a customer accepts a quote on the customer portal, Sales Orders creates the order the same way as for a rep's acceptance.

Before you start

• CRM customer portal enabled
• Sales Orders in your plan

Step by step

1. CustomerCustomer & Partner Portal

   Opens a quote on the portal and accepts it.

   You see:The quote is accepted.

2. SystemSales Orders & Fulfilment

   Creates the pending order from the quote.

   You see:The order is waiting for the clerk.

3. Order clerkSales Orders & Fulfilment

   Reviews and confirms.

   You see:The order moves on.

Related

• Customer & Partner Portal
• Sales Orders & Fulfilment
• An accepted quote becomes a sales order
• Customers see and pay their invoices
• Customers see their statement and pay online
• A customer accepts a shared quote
• A customer pays an overdue invoice
• Connections between modules