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從報價建立訂單
按一下即可將已接受的報價轉換為訂單,以同步化產品、數量、定價和稅額資料。透過此流程,訂單記錄會自動直接從報價記錄繼承這些詳細資料。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
按一下即可將已接受的報價轉換為訂單,以同步化產品、數量、定價和稅額資料。透過此流程,訂單記錄會自動直接從報價記錄繼承這些詳細資料。
| 適用於:Lightning Experience |
| 適用於:已啟用交易管理的 Revenue Cloud Enterprise、Unlimited 及 Developer Edition |
| 需要的使用者權限 | |
|---|---|
| 若要從報價建立訂單: | 根據報價建立訂單 |
訂單記錄會直接從報價記錄複製產品、數量、定價和稅務資訊。如果您對訂單記錄進行任何影響稅額的變更,Salesforce 會重新計算訂單的稅額。

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