Working with Orders
After a Quote is accepted by your customer, an Order is created to show confirmation of that agreement, including date, quantity, and price.
The connector allows the generation of Orders the following ways:
• Generate Orders automatically based on the Opportunity Stage or Quote Status.
• Generate Orders using the Generate Order button.
• Generate Orders manually.
Determine which way you have configured your system, and go to that section.
Note: Included in the package is a trigger that will kick off from the Opportunity or the Quote.
Last modified date: 12/14/2021