> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunity to Order Conversion

> Use the Convert To Order quick action to turn a qualified fusionCore Opportunity — with an Account, Billing Contact, Customer Type, and at least one product — into an Order.

## Converting an Opportunity to an Order

The **Convert To Order** quick action opens a guided modal that turns a qualified Opportunity into an Order. The Opportunity is not deleted — it is marked as converted, and the new Order links back to it.

### Before You Start

The Opportunity must meet all of the following, or the conversion errors out:

* It has an **Account**.
* It has a **Billing Contact** (`Billing_Contact__c`).
* It has a **Customer Type** (`Customer_Type__c`) of **Organization** or **Individual**.
* It has at least one **product**.
* **Used By fusionCore** (`Used_By_FusionCore__c`) is checked.
* It has not already been converted (`Converted_To_Order__c`).

<Steps>
  <Step title="Open a qualified Opportunity">
    Navigate to an Opportunity that has products and meets the prerequisites above. Confirm the **Opportunity Information** is filled out.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/4u-JGPkRA8QDMGYi/images/end-user-guides/4856053796/Screenshot_2025-01-03_at_1.21.50-PM.png?fit=max&auto=format&n=4u-JGPkRA8QDMGYi&q=85&s=c4e9d24d6766a94b9e9fcf2c12b81a38" alt="An Opportunity record showing its Opportunity Information and related products" width="1195" height="603" data-path="images/end-user-guides/4856053796/Screenshot_2025-01-03_at_1.21.50-PM.png" />
    </Frame>
  </Step>

  <Step title="Click Convert To Order">
    At the top right of the Opportunity page, click **Convert To Order**. A guided modal opens.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/4u-JGPkRA8QDMGYi/images/end-user-guides/4856053796/Screenshot_2025-01-03_at_1.22.40-PM.png?fit=max&auto=format&n=4u-JGPkRA8QDMGYi&q=85&s=c32d98088d336fc745a48b5625b4d93b" alt="The Convert To Order modal launched from the Opportunity" width="756" height="262" data-path="images/end-user-guides/4856053796/Screenshot_2025-01-03_at_1.22.40-PM.png" />
    </Frame>
  </Step>

  <Step title="Choose a Business Unit if prompted">
    The Business Unit comes from the products on the Opportunity. If more than one Business Unit could apply, the modal prompts you to pick one. Otherwise, this step is skipped.
  </Step>

  <Step title="Land on the new Order">
    On success, fusionCore creates the Order and takes you to its **Order Entry** screen. The original Opportunity stays in place, marked as converted, with a link to the new Order.

    <Info>
      The Opportunity's stage moves to **Closed Won** when its linked Order reaches **Payment Received** status.
    </Info>
  </Step>
</Steps>

## Limitations and Common Pitfalls

* **All prerequisites must be met.** The conversion fails if the Opportunity is missing an Account, a Billing Contact, a Customer Type, or at least one product; if **Used By fusionCore** is unchecked; or if it has already been converted.
* **Customer Type is a restricted picklist.** `Customer_Type__c` accepts only **Organization** or **Individual**, and it must be set before conversion.
* **Business Unit comes from the products.** It is not a field on the Opportunity. When products span more than one Business Unit, you must choose which one applies during the conversion.
* **The Opportunity is not deleted.** Conversion marks it as converted and links it to the new Order, rather than removing it.