Order Creator User Guide

The Order Creator App runs seamlessly in the background, so there is not much to tell in the User Guide.

To convert a Quote to an Order you only need to set the status of the quote to the status that your administrator has set up as the conversion trigger. Talk to your salesforce administrator if you don't know what the correct status is!

When you set the correct status the quote will be copied to an order including all of your quote line items as order products. The opportunity will also be marked as Closed-Won and links to your new order will be added to the Quote and Opportunity detail pages.

It's all too easy!