Category :

Sales Quotations

Description

Sales offers can be created in the system. Offers can be converted to sales orders.

Benefits

  1. Sales quotations are entered into the system and can be later converted to sales orders
  2. Items for delivery from a quotation can be included in the material planning routines as a forecast. So it is possible for sales quotations to be included in purchase planning.
  3. An offer can be linked to a budget for calculating planned margin.

Getting Started

  1. License the extension from the Admin menu.
  2. On the sales menu, there will be a dashboard for sales quotations.
  3. On the system settings page there is a link to Offers classes. It is possible to create your own classification system for different offers that can be used in reporting.