Changing a quotation into a sales order when the customer wishes to purchase the items, must be carried out from the sales order screen. The following video explains the process. There are step-by-step instructions below the video.
Steps
If you are in the CRM Opportunities (Quotes) screen, double-click on the quote.
Select Goto Sales Order/Quote, or
Open the Quotation.
Click on the Actionsbutton.
Select Convert Quote to SOrder.
Click Yes in the popup to confirm, then select Continue.
The Type will be changed from Quote to sales order.