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Generating an order from a quote

June 20, 2010

So a customer has received your quote and decided to buy your product.  You’re almost there.  The heavy lifting has been done, and you now have to fulfill the order.

In CRM, you can generate an order from any activated quote.  Creating an order shows the system that your customer has accepted the quote, and it will tell your fulfillment department that there is an order ready to ship.

Step-by-Step Instructions

  1. Open a quote.
  2. Click the Create Order button on the toolbar.
  3. Click OK.

Tips & Tricks

  • Once you create an order for a quote, you should go back and close your originating opportunity.  Mark it as having been won.

 

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