Siebel Consumer Sector Guide > Complex Quotes and Orders > End-User Procedures for Complex Quotes and Orders >

Converting Quotes to Orders


After you have assembled a complete quote containing ship-to accounts, delivery dates, products, and product quantities, you can convert it into an order.

To convert a quote to an order

  1. Navigate to the Quotes screen > List view.
  2. Drill down on the Quote # field hyperlink for a selected quote, and click the Orders view tab.
  3. In the Orders list click Auto Order.

    The quote is converted to an order; it appears in the Orders list.

Siebel Consumer Sector Guide