Prerequisites to convert a quote to an order
After a quote has been accepted by a customer, you can convert the quote to an order so that the order can be fulfilled.
You can convert a quote to an order only if the following conditions are met:
- The quote has been accepted by the customer.
- All the products in the quote have been validated.
If any of the products in the quote fails validation, you must modify the quote appropriately before you convert the quote to an order.
Before converting a quote to an order, you can perform only the following modifications:
| To... | Refer to... |
|---|---|
| Add a new payment method | Add a New Payment Method Before Converting a Quote to an Order |
| Delete a payment method | Delete a Payment Method Before Converting a Quote to an Order |
| Modify the amount to be charged | Modify the Amount to be Charged Before Converting a Quote to an Order |
| Add a note | Add a Note Before Converting a Quote to an Order |