Associating new sales orders in Halo with Quoter Quote Opportunities

Leslee Teehankee
Leslee Teehankee
  • Updated

To associate your new Halo sales orders with your quote opportunities in Quoter, follow the steps below:

  1. Log in to your Halo account. 
  2. Navigate to Configuration>Quotations.
    Halo - navigate to configuration - quotations.png
  3. Check Automatically create Sales Order when Quotation is approved.
  4. Scroll back up the screen and click Quote Statuses.
  5. Select Won.
  1. Under System Use select Accepted.
  2. Save your changes.

Once you’ve completed the steps above, you’ll need to create a workflow within Halo that specifies when the status goes into Accepted state, create a sales order

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