Siebel Order Management Guide > Using Asset-Based Ordering >

Converting Quotes to Orders

After a customer agrees to the details of a quote, the employee end user can follow the procedure below to convert a quote into an order.

To convert a quote to an order

  1. Navigate to the Accounts screen, select the appropriate account, and click the Account Summary view tab.

    2. The Account Summary view appears.

  2. In the Quotes list, drill down on the desired Quote Number.

    3. The Quote form appears, displaying details of the quote.

  3. Click the Orders view tab.
  4. In the Orders list, click Sales Order.

    5. The quote is converted to an order and appears in the Orders list.


 Siebel Order Management Guide 
 Published: 18 April 2003