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

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.
  2. From the Show drop-down, select the appropriate filter, if necessary.
  3. In the Quotes list, select a quote.
  4. Click the Orders view tab.
  5. In the Orders list click Auto Order.
  6. The quote is converted to an order; it appears in the Orders list.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003