When converting a quote to an order, users can now choose whether to carry over the quote’s sales tags. A new Convert Sale Tags checkbox controls whether the tags are transferred during conversion, helping users retain relevant sales information without having to add the tags manually to the new order.
SOP: Apply and Carry Sales Tags from Quote to Order
Objective
This SOP explains how to add sales tags to a quote and carry those tags over to an order during conversion. Following this process helps keep sales records organized, consistent, and easier to report on.
Key Steps
1. Add a Sales Tag to the Quote 0:12
Open the quote you want to categorize.
Click into the Apply Sales Tag Here field.
Enter the appropriate sales tag, such as MultiRoom.
Confirm the tag is added to the quote before converting it to an order.
2. Convert the Quote to an Order 0:28
Navigate to the Convert option at the bottom of the quote.
Begin the conversion process to create an order.
Look for the checkbox that controls whether sales tags will transfer from the quote to the order.
3. Decide Whether to Carry Sales Tags Forward 0:44
Check the checkbox if you want the sales tags from the quote to be copied to the order.
Leave the checkbox unchecked if you do not want the sales tags to transfer.
Verify your selection before completing the conversion.
4. Complete the Conversion and Confirm Consistency 0:58
Finish converting the quote to an order.
Confirm the sales tag appears on the order if the checkbox was selected.
Use this feature to avoid re-entering the same sales tags manually.
Keep sales information consistent across quotes and orders for easier tracking and reporting.
Cautionary Notes
If the checkbox is left unchecked, sales tags will not carry over to the order.
Always verify the sales tag before converting to avoid missing important tracking information.
Ensure the correct tag is applied to the quote, since that is what will transfer to the order when enabled.
Tips for Efficiency
Apply the correct sales tag at the quote stage to reduce duplicate data entry later.
Use the carry-over checkbox during conversion to save time and maintain consistency.
Standardize sales tag usage across the team so reporting stays accurate and organized.