The last step in the sales process is to confirm your Quote to sync it with your integrated Inventory Management or Accounting System; allowing you to fulfil the order and send an invoice.
Prerequisities
To confirm a Quote, the customer will need an assigned Sales Ledger.
Confirm a Quote
In the main Entry page of the Quote, use the Quote Status dropdown menu to select 'Won'.
Your Quote will then move to "Waiting to be Confirmed" status. Depending on which Inventory Management or Accounting System you have, the Quote will be pushed through to "Confirmed Order" status when the next import runs.
You can check whether an order has been confirmed by looking at the Quote Status at the top of the Quote. The CRM records which user performed the confirmation and the date and time it was confirmed. This information is displayed on the quote’s status bar as "Confirmed by {user} on {date}."
If the CRM cannot identify the user, only the date is shown. For confirmations originating from a website, e-commerce platform, or automation, the confirming user may appear as a system account. Offline or background ERP integrations may overwrite the confirming user with data from the ERP system. If a confirmed quote is later canceled, the stored confirmation user and timestamp are cleared from the record.
Change the Parent/Customer on Quotes
Changing the parent on a quote does not automatically update the customer under which the Unleashed order is created. To ensure the confirmed order is associated with the new parent/customer, follow these steps:
Update the "Target Sales Ledger" field on the quote to reflect the intended customer.
Confirm the quote only after making this change. This ensures that the order in Unleashed is created under the correct customer account.