Buyer acceptance → PI → order
Follow the recorded commercial lifecycle without skipping prerequisites.
Where to go
Quote detail → Next step → Orders
Step by step
Review the saved quote and record buyer acceptance using the available workflow action.
Create the PI through the quotation’s next step. Confirm buyer, items, terms and payment schedule.
Complete the required PI acceptance before converting it to an order.
Open the created order and confirm its saved quantities and commercial snapshot.
Demo: accept a sample buyer quote, issue its PI and create the resulting order.
FAQ
Why can I not create an order yet?
Order conversion needs an eligible accepted PI. Review the quotation/PI prerequisites instead of skipping stages.
Read related guide →Does a draft quote automatically create an order?
No. The commercial acceptance and PI/order conversion steps are separate.
Read related guide →Reviewed 10 October 2026 · CRM 0.53.1