MB2-713 · Question #1
You have two opportunities named Opp1 and Opp2 that created to a customer. The customer request a single quote that contains the line items from both opportunities. From Opp1, you generate a new…
The correct answer is C. From the quote, Click Get Products. See step 5 below. Typically, you convert a quote that you have won into an order. Start with an active quote. Note that once a quote is accepted, you won't be able to revise it. 1. Go to Sales > Quotes. 2. Select the quote you want to create an order from. 3. Click Create Order…
Question
You have two opportunities named Opp1 and Opp2 that created to a customer. The customer request a single quote that contains the line items from both opportunities. From Opp1, you generate a new quote that contains all of the line items in Opp1. You need to add the line items in Opp2 to the quote. What should you did?
Options
- AFrom Opp2, Click Assign
- BFrom Opp2, Click New Quote
- CFrom the quote, Click Get Products
- DFrom the quote, associate the quote to Opp2
How the community answered
(46 responses)- A4% (2)
- B2% (1)
- C85% (39)
- D9% (4)
Explanation
See step 5 below. Typically, you convert a quote that you have won into an order. Start with an active quote. Note that once a quote is accepted, you won't be able to revise it. 1. Go to Sales > Quotes. 2. Select the quote you want to create an order from. 3. Click Create Order at the top of the Quote screen. 4. Add a description and indicate whether or not you want to close the opportunity in the Create Order window and click OK. 5. To add products from your opportunity to your quote, click Get Products at the top of the screen, select your opportunity, and click OK. 6. Click the Save button at the bottom right corner of the screen.
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