After the Customer or Prospect agrees to proceed with the Quote, you must convert the Quote to an Order. Quotes awaiting approval will be in APPROVEQ Status.
- Open a Quote and click the Process icon. Note that Quotes may be accessed individually via the Sales Menu > Quotes path, or by navigating to the Approval Queue (Sales Menu > Work Queues > Quotes in Approval Queue), or via the Sales Overview Workflow > Submitted Quotes bucket.
- In the Process Record window, click Approve Quote. A new Order, with same (Quote) number, will open in CONFIRMED status. This Order will have the same Sale Type as the originating Quote.
- Make any additional changes to the Order as needed, including POs and / or documentation
- Click the Save icon on the Order record. The Originating Quote will now be in CONVERTED Status.
Note: Depending on the Sale Type field in the Quote record, approving a Quote may automatically generate a Project, Service Contract, or Service Call