You can create orders, order confirmations and delivery notes from a quotation. To be able to do so, however, some criteria have to be met:

  • An admin user of your account should enable these modules for each specific user:
  • As these items are based on a quotation, you need to create a quotation for your deal first. If you have multiple quotations in your deal, you can choose for which quotation you want to create the item.
  • To create orders, the deal has to be won. Order confirmations and delivery notes can be made regardless of the deal status.

Please find more extensive information on these topics in this article.