A new knowledge base article has been published on our support portal.
Overview
In this article we want to allow users to convert a Quote to an Order and open the new Order record. The business requirements are as follows:
| Rule # | Description |
|---|---|
| 1 | Convert a Quote into an Order with the click of a button. |
| 2 | Any Quote Products related to the Quote to be converted into Order Products. |
| 3 | The newly created Order to be opened |
The North52 Decision Suite solution works like this:
- A Formula is set up on the Quote entity that
- Converts a Quote into an Order
- Converts all the Quote Products into Order Products as well
- Opens the new Order
- A Quick Ribbon is created which triggers the above Formula