You can make sales orders from the sales quotes that you have created for your opportunities.
Before you can create sales orders for your contacts, you must create the contact as a customer. For more information, see How to: Create Contacts as Customers, Vendors, or Bank Accounts.
You can create orders for opportunities from the Opportunity List window. Depending on where you access the Opportunity List window from, the window shows opportunities for contacts, campaigns or salespeople. The following procedure shows how to create orders from the salesperson/purchaser card.
To create an order for an opportunity
In the Search box, enter Salespeople, and then choose the related link.
In the Salespeople window, select the salesperson responsible for the opportunity.
On the Salesperson/Purchaser card, on the Navigate tab, in the Salesperson group, choose Opportunities, and then choose List.
In the Opportunity List window, find the opportunity that you have created a sales quote for.
On the Actions tab, in the Functions group, choose Assign Sales Quote. The Sales Quote window opens, containing the sales quote that you have assigned to the opportunity.
Enter additional information in the Sales Quote window, and on the Actions tab, in the Create group, choose Make Order.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |