How to create an order based on an opportunity
If you are working with long sales, create orders on opportunity pages.
Click the [New order] button on the opportunity page (Fig. 1).
Fig. 1 Adding an order based on an opportunity
Specify the list of ordered products.
Click the [Copy all] button if you are going to include all purchased products in a single order. All the products will be copied from the opportunity to the new order (Fig. 2).
Fig. 2 Copying products from the opportunity
Click the [Select products] button if you need to create multiple orders. Select the products to include in the first order.
On the new order page, you can create an installment plan, send the order for approval and issue an invoice for the order.
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