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How do I convert a quotation into a sales order?

Steps

  1. Open a completed quotation.
  2. Start the action “Create Sales Order from this Quotation”. A new window opens up.
  3. Set the field Document Type to Sales Order.
  4. Optional: Check the box Automatically complete if you want the sales order to be completed automatically after creation.
  5. Click “Start” to confirm and close the window.

    Note: You will find the newly created sales order under “Sales Order” in the menu.

Example


Zur Quelldatei auf github.com