An accepted quote reaches the sales order clerk
Who is involved
| Role | What they do |
|---|---|
| Account executive | Sends the quote and records the customer's acceptance. |
| Order clerk | Confirms and fulfils the resulting order. |
Step by step
- Account executive
Builds a quote and marks it sent.
What they see:The quote is marked sent.
- Account executive
Marks the quote accepted when the customer says yes.
What they see:The quote is accepted.
- Order clerk
Opens Sales orders.
What they see:A new order created from the quote with the same lines, tax and customer, noting that it came from the quote.
- Order clerk
Confirms and fulfils the order.
What they see:The order moves through delivery.
- Account executive
Opens the deal.
What they see:A note on its timeline when the order is delivered.
Who is told what
No message is sent; the order clerk finds the new order in their own list, and the deal's timeline carries the delivery note.