Siebel Order Management Guide > Working with Quotes >

Converting a Quote to an Order

When a customer agrees to purchase the items on a quote, an end user can convert the quote to an order.

To convert a quote to an order

  1. Navigate to the Quotes screen.
  2. In the Quotes list, locate the quote you want to work with and drill down on the Name hyperlink.
  3. Review the line items and related details and make sure they contain the correct information.
  4. Click the Orders view tab.
  5. Click either Sales Order or Service Order, depending on the type of order you want to create from this quote.

    6. An order is created from the quote, and appears in the Orders list.

  6. To work with the order, drill down on the order number.

    7. The Order Screen, Line Items view appears.


 Siebel Order Management Guide 
 Published: 18 April 2003