Create an order from a quote line item

Create orders from quote line items by using the Create new order UI action.

Before you begin

Role required: sales_agent

Procedure

1. In the CSM Configurable Workspace, select List

1. Select the quote, which must be in the Completed state, and select the Line items tab.

2. Select a quote line item and select Create new order.

   A dialog box indicates the creation of a new order. Select the new order record to view it. Or you can also navigate to the Customer Orders tab to view the new order record.

Parent Topic:Using Quote Management