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Incoming orders on the quote record
After your quote is accepted by the customer, select the "Order Entry" option in the quote preview.
Through this, the current quote will be accepted, the products will be saved into the opportunity, and all other quotes of this opportunity will be rejected.
Incoming orders at the Opportunity
On the opportunity page belonging to the quote, the following is happening on order entry: Eventually, the products are synchronized between the quote and the opportunity, the amount is updated and the opportunity is closed by depositing a phase of your choice.
Flexible choice of Opportunity Phase when orders are received
By default, when the order is received, the Opportunity is set to Closed/Won. However, you have the possibility to define the opportunity phase at order entry individually, e.g. if
- you do not want the opportunity to be closed with quotation acceptance.
- you work with Opportunity Record Types and different Sale Processes for which you want to define an individual phase name at order entry.
- there are different closed won statuses in your org and you want to set the quoting process to one of them.
For the configuration there are two settings available in Admin Settings - Order Confirmation
In the "Opportunity Stage Name for Order Entry" setting, you can store the phase name for the incoming order that matches your sales process, which is then preselected in the incoming order dialog.
If at the same time the setting "Do not close Opportunity on Order Entry" is selected, the phase probability on order entry can also be less than 100%.