Quotes: Win and order

When a deal is close, allocate stock so it's still there when the customer says yes. Record an acceptance or a decline that reached you some other way, then create sales orders from all or some of the accepted lines.

To…	Go to…
allocate stock to a quote's lines while the customer decides	Hold stock for a quote
record a customer's acceptance or decline that came in by phone or email	Accept or decline a quote for your customer
create a sales order from all or some of the lines on an accepted quote	Order all or part of an accepted quote