Convert a Quote to an Order Function in Naologic Actions

The Convert a Quote to an Order function is used to seamlessly transform a sales quote into a sales order. This function automates the process of transitioning between these two sales stages, ensuring a smooth and accurate workflow.

What is the Convert a Quote to an Order Function?

This function takes a sales quote document and generates a corresponding sales order document. Users can define the new statuses for both the sales quote and the resulting sales order, as well as specify the action that creates the new order.

How to Add the Convert a Quote to an Order Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Convert a Quote to an Order" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function by specifying the following fields:

   • Sales Quote Document: Select the document representing the sales quote to be converted.

   • New Status for Sales Quote: Define the status to be assigned to the sales quote after it has been converted (e.g., "Ordered").

   • Sales Order Document: Specify the document that will represent the resulting sales order.

   • New Status for Sales Order: Set the status to be assigned to the newly created sales order (e.g., "Pending").

   • Create New Order Action: Choose the action that will create the new sales order based on the quote.

5. Save the action settings.

Once configured, the function will handle the transition from a sales quote to a sales order, updating the respective documents and statuses as defined.

The Convert a Quote to an Order function streamlines the sales process, ensuring consistency and reducing manual effort when progressing through sales stages.