How do I create a sales order from a sales quote?

Business Applications Sales
1

I have a sales quote and we won the bid but now I’d like to change it to a sales order.

2

On the Open/Active Sales Quote, use the row action to mark the Quote Won. This will automatically create a Sales Order and populate the Converted Sales Order field on the Sales Quote with the number.

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3

@Sharad is there a way to directly view that Converted Sales Order from the Quote?

4

Yes, there is. Click on the field action next to the “Converted Sales Order” field to go to the sales order created from the quote.

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