Converting a Quote to a Sales Order

A sales order is the moment a quote stops being a proposal and becomes a confirmed commitment — the customer said yes, and now it's something you're actually going to fulfill.

What changes between a quote and an order

Structurally, very little: the Make → Sales Order action carries every item, quantity, and price straight across from the quote, so this step is mostly a review-and-confirm rather than data entry. The real difference is what it unlocks next — a sales order is what the delivery note and invoice tutorials build from, not the quote itself.

Nothing here checks stock availability yet either. That check happens at the delivery note stage, when goods actually need to leave the warehouse — a sales order can exist perfectly well against an item that's currently out of stock, as a record of what's been promised.

Tips

• You can still adjust quantities or prices on the sales order after it's created from the quote, before it goes any further down the cycle.
• A sales order is the document you'd reference if a customer asks "what did I actually order" — it's the confirmed record, independent of whatever the original quote said.
• Not every sale needs to start with a quote — if a customer's order is already confirmed, you can skip straight to creating a sales order directly under Tasks.