Sales quote

A sales quote is a document reflecting the initial stage of the sales process, often used for the purposes of new customers or customers who are undecided about a particular offer.

Selecting [Quote] on the list of documents in the application displays the list of customers. Once a customer is selected, the list of items is displayed. The user may add to the cart all items that are available in the warehouse and those with zero stock levels. The application does not control stock levels.

Sales quote document items

When items are added to the cart, the document header displays basic information on a given document.

Header tab

After selecting items and making any changes to the document header, a document can be:

  • Saved – the document will be saved as unconfirmed and will not be uploaded to the ERP system following synchronization
  • Confirmed – after the confirmation, the document will be uploaded to the ERP system following synchronization
  • Exited without saving
  • Canceled – if the document has been edited, selecting this option does not save changes
Options available when finishing document issuing

Once a given document is confirmed, it is added to the list of documents opened by selecting the [Documents] tile and displayed on the form of a relevant customer in the Commercial section.

Note
Due to the requirement of CEE system which forces the expiration date of a given quote to be a future date, it is recommended to perform synchronization every working day of the sales representative. Otherwise, quotes will not be imported into the ERP system.

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