Create sales order
Create sales order is the row button for making an order from this quote. The button has no form and no flow, so it does not create an order yet.
Process flow
Quote to cash, in catalog order.
- Lead — Raw prospect, joined to an account for qualification into an opportunity.
- Opportunity — Qualified deal linked to an account and a contact, progressing toward quote conversion or a recorded loss.
- Quote — Prospect quotation (QU-) joined to an account and a customer group, convertible to an order once won.
- Order — Confirmed customer sales order (SO-), driving shipping and invoicing.
- Bill Of Landing — Carriage contract (BOL-) through transit.
- Invoice — Customer receivable (INV-), posted against a customer account.
- Bank Payment Match — Link (BPM-) pairing a bank transaction with invoices or bills.
- Reconciliation — Matching record (RC-) pairing ledger entries to bank transactions.
Before you start
- The quote is on Quotes.
How to
Go to Sales → Sales Pipeline → Quotes. Route: sales/sales.quotes-table-with-pivoting.
On the quote row, under Options, Create sales order is visible. It has no form and no flow. There are no steps until a form is attached.
You should see the row unchanged. No order form opens. The quote description says a quote can convert to an order once won. That conversion is not wired on this button. An order is the Order document (sales/order). Orders, the screen, is sales/sales.sales-order-with-pivoting.
Check
The quote row is still on Quotes. Create sales order is still under Options. No new order number appears from this button.
If this fails
| What you see | Why | What to do |
|---|---|---|
| No order appears | Create sales order has no form and no flow | Leave the quote on Quotes. Open Orders when you are ready to work an order there: Sales → Sales Pipeline → Orders (sales/sales.sales-order-with-pivoting) |