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Confirming a Quote

This article outlines how to confirm a Quote within the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

The last step in the sales process is to confirm your Quote through to your integrated Inventory Management/Accounting System. Once the Quote has been confirmed, you'll be able to fulfil the order and send an invoice. Please note: In order to confirm a Quote, the customer will need an assigned Sales Ledger. 

To confirm a Quote, simply change the Quote Status to 'Ordered' which is located in the main Entry page of the record.

Your Quote will then move to a status of "Waiting to be Confirmed". Depending on which Inventory Management/Accounting System you have, the Quote will be pushed through to a status of "Confirmed order" when the next import runs. You can check whether an order has been confirmed through by looking at the Quote Status at the top of the Quote. This will show as "Confirmed Order" highlighted in green. 

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