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Create a quotation and convert it to a sales order

Procedure​

  1. Open Sales > Sales quotations, or create a quotation from the linked sales opportunity.
  2. Select the customer and intended sales terms; verify the inherited prices, payment terms and delivery conditions.
  3. Add the requested item references, units, quantities and prices. Use the pricing action that applies the selected sales terms when that command is available and recheck the result.
  4. Set the quotation validity period and review the final commercial values before printing or sending it through an authorized channel.
  5. Once agreed, set the supported active/confirmed status. Create a sales order based on that quotation.
  6. Reopen the generated order and compare customer, terms, items, quantities, unit prices, dates and source link. If declined, use the appropriate cancelled status and keep the outcome.

See also: Create standard terms and approve sales-condition deviations, Invoice selected lines from several orders or shipment notes.