Turning a quote into an order

Open the quote from the Quotes tab within the opportunity.

Click Convert. The tab displayed switches automatically from the Quotes tab to the Orders tab and the Convert Order page is displayed.

Convert is still available if the expiration date on a quote has passed. However, you receive a warning message if you try to convert an expired quote.

Add the information in the Convert Order page. The fields are displayed in the tables below:

Field	Description
Currency	Currency of the order. This value is carried over from the Currency field on the quote. If there are no line items associated with the order, this field can be edited.
Pricing List	Pricing List of the orders. Read-only. This value is carried over from the Pricing List field on the quote.
Reference	Generated automatically when the order is saved. The format of the Reference is determined by System Administrator.
Opened	Date and time the quote was converted to an order.
Delivery Date	Defaults to a set number of days from the date the order is created. The default is defined by your System Administrator. You can manually change this date.
Status	Set to Archive, Inactive, or Completed. Defaults to Active. Setting the status to Inactive deducts the Gross Amount of the order from the Total Order Value on the opportunity (if the Include In Quotes Total check box was selected in the original quote).
Description	Short description of the order.
PO Reference	Purchase order or order reference number from the customer.
Contact	Contact person for the order.
Billing Address	Populated by the first "Billing" type address of the company. If there is no billing address, it defaults to the main address for the company. The address type is set via the Type check box field when a new address is created. The address can be changed by selecting an alternative address already associated with the company. A list of existing addresses associated with this company can be selected from the drop-down field below the Billing Address field. Alternatively you can type over the existing address information.
Shipping Address	Populated by the first "Shipping" type address of the company. If there is no shipping address, it defaults to the main address for the company. The address type is set via the Type check box field when a new address is created. The address can be changed by selecting an alternative address from the drop-down field below the Shipping Address field. Alternatively you can type over the existing address information.
Shipping Method	Select from a drop-down list. For example, Courier, Mail.

Field

Description

Currency

Currency of the order. This value is carried over from the Currency field on the quote. If there are no line items associated with the order, this field can be edited.

Pricing List

Pricing List of the orders. Read-only. This value is carried over from the Pricing List field on the quote.

Reference

Generated automatically when the order is saved. The format of the Reference is determined by System Administrator.

Opened

Date and time the quote was converted to an order.

Delivery Date

Defaults to a set number of days from the date the order is created. The default is defined by your System Administrator. You can manually change this date.

Status

Set to Archive, Inactive, or Completed. Defaults to Active.

Setting the status to Inactive deducts the Gross Amount of the order from the Total Order Value on the opportunity (if the Include In Quotes Total check box was selected in the original quote).

Description

Short description of the order.

PO Reference

Purchase order or order reference number from the customer.

Contact

Contact person for the order.

Billing Address

Populated by the first "Billing" type address of the company. If there is no billing address, it defaults to the main address for the company. The address type is set via the Type check box field when a new address is created.

The address can be changed by selecting an alternative address already associated with the company. A list of existing addresses associated with this company can be selected from the drop-down field below the Billing Address field. Alternatively you can type over the existing address information.

Shipping Address

Populated by the first "Shipping" type address of the company. If there is no shipping address, it defaults to the main address for the company. The address type is set via the Type check box field when a new address is created.

The address can be changed by selecting an alternative address from the drop-down field below the Shipping Address field. Alternatively you can type over the existing address information.

Shipping Method

Select from a drop-down list. For example, Courier, Mail.

The Order level discount fields are:

Field	Description
Discount Type	Select from Percentage or Amount.
Discount Percentage	Percentage discount on the whole order.
Discount Amount	Money amount discount on the whole quote.

Field

Description

Discount Type

Select from Percentage or Amount.

Discount Percentage

Percentage discount on the whole order.

Discount Amount

Money amount discount on the whole quote.

Click Save.

When you save the order, a link to the related quote can be accessed from the Associated Quote column in the Orders tab. A link to the related order can be accessed from the Associated Order column of the Quotes tab.

Once the order is saved, you can:

Change Summary. Gives you access to the Order Summary panel and to the Line Items discount area.

New Line Item. Allows you to add a new line item to the order.

New Free Text Item. You can add a free text line item, for example, for a product which is not displayed in your standard price list. You can add a Description, Quantity, and Price for the line item. These line items will be included on the printed order.

New Comment Line Item. You can add a free text comment, for example, to add extra information about another line item in your quote. You can add a Line Number and a Description. For example, if you add the Line Number 2, then the comment will be positioned as the second line item. If you have already selected other line items, their line item numbers will be re-sequenced. Comment line items will be included on the printed order.

Clone. Creates a new order based on the existing order information.

Merge to Word or Merge to PDF. Mail merges the order with an order template document.

If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.

Add This Record To A Group. Adds the order to an existing group of orders to use, for example, as part of a mailing action. Please refer to Groups for more information.

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