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Confirming a Sales Order

Confirming a Sales Order

When the customer is ready to buy, you confirm the quotation to turn it into a sales order.

Step by Step

  1. Review the quotation: check the customer, products, quantities, and prices.
  2. Click the Confirm button at the top.

What Happens When You Confirm

  • The status changes from Quotation to Sales Order.
  • The quotation number (e.g., S00042) becomes the order number.
  • If the order includes storable products, a Delivery order is created automatically in Inventory.
  • The order is now locked — you cannot easily edit product lines without canceling and recreating.

Important: Double-check everything before confirming. Once confirmed, editing requires extra steps. It is much easier to fix a quotation than a confirmed order.

Tip: After confirming, you will see smart buttons at the top of the order — like "1 Delivery" — that link to related records. Click them to jump to the delivery order or invoice.

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