To associate your new Halo sales orders with your quote opportunities in Quoter, follow the steps below:
- Log in to your Halo account.
- Navigate to Configuration>Quotations.
- Check Automatically create Sales Order when Quotation is approved.
- Scroll back up the screen and click Quote Statuses.
- Select Won.
- Under System Use select Accepted.
- 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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