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, the sales orders should be created automatically. You can also create additional workflows within Halo that specify when the status goes into Accepted state, create a sales order.
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