In a quote or order line, a specification allows you to specify an additional action for final production. Specifications can be charged to a customer independently of the number of final products and both separately or together with the final products.

The standard report 'Quote Score per Period' shows the quote score per relation. The report compares how many quotes in a specific period have been converted into orders and how many have been rejected. It provides insights per relation into the number of quotes, reasons for rejection, and total amounts. The results are presented in a pivot table with both absolute numbers and percentages, optionally broken down by status (such as 'Order' or 'Rejected'). This report offers insight into the success of quotes within a specified period and per customer.

Sometimes it is useful to recalculate the price for a line in the sales quote, or to calculate the price for the sales order. Or to use the pre-calculation in a production order for determining the price of a sales order line. We explain how this works in this article.

There are various situations where a quote cannot be re-offered. Below we go through several scenarios and what you can do in these cases.

Sales quotes and orders consist of a header and one or more lines. The header records the general information applicable to all lines of the quote/order. The lines contain the details of the sales products. This guide explains how to create these lines. The process is almost the same for sales orders and quotes, making the guide useful for both modules.

In this overview, you will find the button icons and fields of the sales quotation lines with a brief explanation. When you hover over a button in the MKG software, the name of the button will also appear there.

This dashboard consists of four tabs for quotes, orders, packing slips, and invoices. Each tab distinguishes between a table for general (header) data and a table for line item data. By setting filters on the tables, you can gain insight into the data entered in MKG.

The homepage dashboard 'Quote Value' displays the administrative quote value based on sales quotes within a specific time frame.

The standard dashboard 'Customer Analysis All Fiscal Years' is opened per customer and provides insight into various key figures of the customer, such as the number of quotes and orders, delivery reliability, the number of payments and outstanding items, and the result.

The standard dashboard 'Project Summary' displays the quotes, orders, and pricing agreements linked per module to the selected project. This provides a comprehensive overview of a project, where all relevant information is centrally accessible.

Do you create products that you think you will sell more than once? Make it an item. In MKG, this can be done very easily from an existing sales quote or sales order. It saves a lot of input work when creating the next one, especially if you have an associated calculation that you can use as a bill of materials.

In various modules, process notifications may appear. In this article, we address the process notification “Synchronizing data with the rules is desired.” This notification occurs in the modules Sales Quotes, Sales Orders, and Purchase Orders.

The standard dashboard 'Debtor Analysis Current Fiscal Year' is opened per debtor and provides insight into various key figures of the debtor, such as the number of quotes and orders, delivery reliability, number of payments and outstanding items, and the result.

In MKG, you can determine the quote price at your discretion, even if the quote lines are supported by a calculation. The 'Pricing' tab offers several possibilities for this. This article explains how to adjust the gross price of a quote line.

A calculation is filled with materials and operations to obtain a well-founded quotation price. This article explains how to add material to your calculation. You can use VRM, the accelerated calculation method.

After adding materials and operations to your calculation, you can finalize it. MKG will then carry the gross price over to the linked sales quote line. This article explains how to finalize the calculation in MKG.

Once you have filled in all the information for the sales quotation and determined a quotation price, whether supported by a calculation or not, you can submit the quotation to your client. The action 'Submit' is a process step. In this article, you will learn how to submit a sales quotation.

You can substantiate the quotation price with a calculation. Before you start calculating, you must first include the sales quotation in the calculation. In this article, you will learn how to create a sales quotation line, how to fill it with relevant data, and include it in the calculation.

If you receive a positive response to a submitted quotation, you will need to create a sales order in MKG. By converting the sales quotation into an order, you transfer the data from the quotation. In this guide, we will show you how to create a sales order from a quotation.

The quote value per week, month, or quarter in one overview? With the standard dashboard 'Quote Value Analysis' you quickly have access to the quote data for a specific period.