Confirming a quotation turns it into a binding sales order and opens delivery and invoicing steps.
Path: Sales ← Quotations ← [Quotation] ← Confirm
- Open the quotation to confirm.
- Review lines, prices, and 15% VAT one last time.
- Check Payment Terms under "Other Info".
- Set the expected Delivery Date if needed.
- Click Confirm; it becomes a Sales Order.
- A Delivery smart button appears for storable goods.
- Check the Invoicing Status field.
- Click Create Invoice or process delivery first.