Configuring Order Generator for Opportunity or Quote
The NetSuite CRM Connector has built-in functionality to create Orders either manually or automatically based on information and statuses of the following source objects:
• Opportunities
• Quotes
• Steelbrick Quotes (for more information see, Configuring NetSuite CRM Connector for Steelbrick CPQ)
To configure Order Generator for Opportunity or Quote
1. Select the source data to create Order.
2. Trigger Order creation based on Opportunity Stage or Quote Status.
3. Create Order from the Opportunity or Quote manually.
Last modified date: 12/14/2021