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Siebel Order Management Guide > Using Asset-Based Ordering >
Converting Quotes to Orders
After a customer agrees to the details of a quote, the employee end user can follow the procedure below to convert a quote into an order.
To convert a quote to an order
- Navigate to the Accounts screen, select the appropriate account, and click the Account Summary view tab.
The Account Summary view appears.
- In the Quotes list, drill down on the desired Quote Number.
The Quote form appears, displaying details of the quote.
- Click the Orders view tab.
- In the Orders list, click Sales Order.
The quote is converted to an order and appears in the Orders list.
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Siebel Order Management Guide Published: 18 April 2003 |