A clerk prepares the order and a manager confirms it

Who is involved

Role	What they do
Sales rep	Gets the quote accepted.
Order clerk	Reviews the order the quote created.
Sales manager	Confirms it, within the customer's credit.
Finance team	Sets the customer's credit limit and what happens when it is exceeded.

Sales rep
Marks the quote accepted in CRM, or the customer accepts it on the portal.
What they see:The quote shows Accepted.
Order clerk
Opens Sales Orders and finds the new Pending order.
What they see:The order has the quote's lines, prices and total.
Order clerk
Checks quantities and prices, and removes or adds lines if needed.
What they see:Totals update.
Sales manager
Opens the order and presses Confirm.
What they see:The credit standing shows in the header; the order is confirmed, or refused with the reason.
Sales manager
If it is refused, asks finance to lift the hold or raise the limit, then confirms again.
What they see:The order is Confirmed and stock is reserved.
Order clerk
Opens the confirmed order and chooses Fulfill Order.
What they see:The delivery form opens with the open quantities.

Who is told what

No message is sent when the order is created or confirmed; the clerk and the manager find it in the order list, for example with the Pending filter.