Siebel Sales User Guide > Quotes >

Creating Orders from Quotes

After you complete the initial quote and the customer agrees to the products and prices, you can create a sales order. For more information on sales orders, see Siebel Order Management Guide and Siebel Incentive Compensation Administration Guide.

To create an order from your quote

  1. Navigate to the Quotes screen.
  2. In the Quotes list, select the quote for which you want to generate an order.
  3. Click the Orders view tab.
  4. In the Orders list, click New.

    5. The order inherits field values from the quote.

  5. In the Type field, select Sales Order from the drop-down list.
  6. In the Orders list, drill down on the Order # hyperlink.

    7. The Orders line items view appears.

  7. In the Line Items list, click New to add line items to the order.

 Siebel Sales User Guide 
 Published: 18 April 2003