Proceed with the checkout

The CONTINUE TO SHIPPING button in the Order Summary dialog box is used to proceed with the checkout process. When a user clicks the CONTINUE TO SHIPPING button, the Shipping panel is displayed.

If the GENERATE QUOTATION button is available, you can convert the order to a quotation.

If the GENERATE AGREEMENT button is available, you can generate a blanket agreement directly from an ongoing order. The ongoing order is converted to a blanket agreement. The original order is automatically closed because it is no longer active. This process maintains data consistency during the transition.

Allow Creation of Blanket Agreement is available on the General tab of Sales Hub Properties.

In addition, you can select a value in the Default Agreement Type list to define the agreement type used by default when generating a blanket agreement.

The user has the option to change the payment method from ACCOUNT to CASH or from CASH to ACCOUNT.

You can use the PLACE ORDER button in the Order Summary dialog box to complete the order.

See Order summary.