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How do I convert a quotation into a sales order?


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

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


View source file on GitHub.com