Convert an Offer to an Order
- Panagiotis Papanastasiou
- Niki Rousaki
This page offers information on converting an Offer to an Order in the BSS portal, after the customer’s approval.
Converting an Offer to a new Order
When the offer is accepted and signed by the customer, then the BSS user can now proceed with changing manually the offer’s status from In Progress to Accepted and then begin converting the offer to an actual order based on the products and prices that were specified inside the offer.
To convert an accepted offer to an order, the BSS user has to just click on the Convert to Order button located at the Shortcuts options.
Once the aforementioned button is clicked, the offer is turned automatically to an order with the exact data in terms of basic information, products, quantities, prices, and possible discounts and price lists (whenever applicable), while the BSS user is redirected to the Order view page.
From this point onwards, the BSS user can either fine-tune the order before executing it, by clicking on the Edit button of the order, or directly execute the order by clicking on the Execute Order button located at the Shortcuts menu.
Remember, Draft orders cannot be edited or executed.
For more information about Orders, please check the https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1037631496 page.
You can check the following pages for more information on creating, viewing, adding order items, editing the template, and managing offer statuses.
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1286406479
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1286406611
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1286406525
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1408499751
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/1286406657
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1408761966