Converting Quote to Sales Order
To Create a Sales Order from the Quote follow the steps below.
- Select the "Quotes" link on the left menu panel.
- Click on the Quote "Subject" link from the list.
![quote-to-so-1.jpg 1554](https://files.readme.io/8fa9887-quote-to-so-1.jpg)
- If a Sales Order has not been created for the Quote, you will see the "Create Sales Order" button. If a Sales Order has been previously created, this button is not available.
- All the details on the quote are automatically transferred to the Sales Order upon conversion.
- A note about Custom Fields: The content of any custom fields created in the Quote is automatically transferred to a Sales Order on Quote Conversion if the name of the custom field in the Sales Order matches the one in Quote, more information about this feature can be found here.
- Click the "Create Sales Order" button
![quote-to-so-2.jpg 1557](https://files.readme.io/93e6ba9-quote-to-so-2.jpg)
- This will bring up the "Sales Order" form (details of that in the Section Sales Order Form Fields ).
- Here you can review and make any changes before saving the Sales Order.
![quote-to-so-3.jpg 1557](https://files.readme.io/f498e57-quote-to-so-3.jpg)
- The Sales Order is automatically linked to the Quote and vice versa for future reference.
![quote-to-so-4.jpg 1660](https://files.readme.io/af61d8f-quote-to-so-4.jpg)
Updated 5 months ago