Once a customer has accepted a quotation, a rep can convert it into a sales order — the first step in turning an agreed quote into something the business fulfils.
Convert to order
Converting needs two permissions: Orders › Create, and Edit on the quotation you are converting (see Access). Without both you see "You do not have permission to do this." In an organization without permission groups every member can convert.
On an accepted quotation, select Convert to order in the actions panel. This creates a new sales order and reloads the page.
The order is created as a draft. Converting only copies the quotation's details across — it doesn't confirm the order, run a credit check, reserve stock, or start fulfilment. Those steps are separate work still to come; for now, a converted order simply sits in draft until that's built out.
The order carries across:
- The customer, facilitator, and partner details from the quotation.
- The line items, priced and quantified exactly as accepted — including any bundle lines, which carry across intact with their components underneath.
- The subtotal, discount, tax, and grand total.
With business units, the order belongs to the quotation's business unit and is numbered in its legal entity's series, whatever unit is chosen in the header.
Convert to order is only available once, and only on an accepted quotation. A quotation can't be converted twice, and there's no way to undo a conversion — the quotation stays linked to the order it produced.
Which option gets converted
If the quotation offered several Good/Better/Best options, conversion uses whichever option the customer actually accepted — not necessarily the first or primary one. Whatever was signed off is what becomes the order.
An accepted quotation can no longer be edited, re-issued, or revised. This is a change from before: previously a rep could still Revise or otherwise adjust a quotation after the customer accepted it. Now, once a quotation reaches Accepted (or Converted), Void is the only action left besides converting it — any further changes are expected to happen on the order itself, once order-editing work lands.
An order converted from a quotation that included a bundle can't be invoiced yet. Invoicing needs to decide how a bundle's price splits across its components, and that's coming with the invoicing work — not something this feature covers. Non-bundle orders aren't affected.