Once a client accepts a quote, you will receive an email notification stating that the client has accepted the quote. The quote details are also displayed in the Pending Quotes Deskoid.
You must now accept the order and generate an order for the items specified in the quote.
To accept the order:
- Navigate to the Project Home page.
- Click Orders in the Project Menu.
- Select List from the Orders drop-down menu.
- Click the Selling tab.
- Click the order name.
- Review the order details to make sure they are correct and click Accept Order.
The Accept Order dialog appears.
- Click OK.
The next step is placing the order with the supplier. To do this follow the instructions outlined in How to Create an Order (Buyer). An outsourcer creates an order in the same way as a buyer does when the buyer isn't using outsourcing.