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: : Creating an Order from a Quote
The most rapid solution is to create an order from your quote. It allows you to retrieve the quote information without having to enter it again.
Prerequisites: the quote must be saved.
- From your quote, go to Edit > Convert to order.
- In the successive dialog boxes, enter the automatic actions to perform:
- If the supplier indicated in the quote is the order's addressee, accept the conversion.
- If you want to keep the quote, convert it into a signed quote.
The order is created and opens in a new tab.
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