After a trading partner has accepted a proposal, you can finalize the proposal by accepting the proposal.

After the quote/proposal has been presented to the trading partner either manually or via email, the Accept button is enabled. Selecting Accept signifies that the trading partner has accepted the Quote. If the current Quote is not primary, clicking the Accept button will make all other quotes non-primary and the current one primary.

To accept a Proposal

The Approval Stage must be in the Presented stage and the associated cart must be in the Finalized stage.

  1. Open the proposal.
  2. Click the vertical ellipsis () icon next to the Generate button.
  3. Click Accept. The Approval Stage changes to Accepted.