Quote-to-Sales Order

When a customer approves a quote and it becomes an order, an employee end user such as a CSR (Customer Service Representative) can automatically write the quote information into an order with the click of a button. When the end user clicks the Sales Order button or the Auto Order button, a workflow does the following:

• Generates a new sales order

• Converts all line items in a quote to order line items

• Explodes all quote line items, so that there multiple quantities of an item become individual line items

After a quote is converted to a sales order, the original quote still exists, and can be referenced. You will see the quote number in the order header.

Note: All orders created from quotes are considered Sales Orders. These orders may include items that are physical products and items that are service products. Sales Orders must not be confused with Service Orders. Service Orders are created as a result of a service request and are managed as part of Siebel Field Service.