Review a quote and convert it into an order with AI and Sanka.
Last updated: May 16, 2026
This guide walks through reviewing an approved quote and converting it into an order with Claude or Codex connected to Sanka. Reusing the customer, item, quantity, and amount from the quote helps sales, fulfillment, and finance work from the same record.
Before you start
Check that you have the following ready.
Claude or Codex is connected to Sanka
The quote you want to convert has already been created
You can confirm the customer, items, quantities, amount, and delivery date
You have permission to create and update quotes and orders
Ask the AI to find the approved quote and summarize whether it is ready to become an order.
Sample prompt
/sanka Find the approved quote for Green Salon Group and tell me whether it is ready to convert into an order. Show the customer, items, quantities, amount, and delivery date. Do not create the order yet.
Review these details:
Customer, billing address, and delivery address
Items, quantities, unit prices, and total amount
Delivery date, payment terms, and notes
Discounts or condition changes that require internal approval
2. Create the order draft
If the quote is ready, create an order draft from it. Before confirming the order, compare the quote and order line items.
Sample prompt
/sanka Create an order draft from that quote. Before confirming it, show me the quote number, customer, items, quantities, amount, and delivery date.
Sanka can carry quote line items into the order. If quantities, discounts, or delivery terms changed after the quote was approved, review the differences before confirming.
3. Confirm the order
After review, confirm the order according to your team's process. From there, the team can move into fulfillment, inventory allocation, and invoice preparation.Checkpoints:
The quote and order amounts match
The delivery date and delivery address are correct
Items that need inventory checks or fulfillment work are clear
