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, then the Quotes List view.
2. In the Quotes list, drill down on the name of the desired quote.
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.

   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.

   The Sales Order screen, Line Items view or the Service Order screen, Line Items view appears.