Legacy platform

Converting a quote to an order

About this task

To convert a quote to an order:

Procedure

  1. Log in to Sterling™ Field Sales.
  2. From the application sidebar menu, click Quotes.
  3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
  4. Click Search. The search results display quotes matching the search criteria.
    • If only one quote matches the search criteria, the Quote Details screen is displayed.
    • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
  5. From the Actions menu, select Convert to Order.
    The Payment Method window is displayed.
  6. On the Payment Method window, perform the following tasks:
    1. From the Use Existing Method list, you can select an appropriate option.
    2. In the Method Details panel, select the required Payment type and then enter the corresponding details. The Payment Methods panel displays the payment methods used for the order. You can click Add to use additional payment methods.
    3. In the Payment Information panel, you can see the order total and remaining amount to pay.
  7. Click Confirm. Once the payment is successful, the quote is converted to an order and the Order ID is displayed.
    Note: Inventory reservations associated with the quote are consumed by the order.