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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.
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In Sales Quotation Management, it is possible to work with series prices. Depending on the number of products, different prices are offered. Series prices can be entered manually or based on a calculation.
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MKG follows a structure of header and lines in most modules. In a header, you will find general information, such as a sales order number or the debtor's name. This section contains information that applies to the entire order. A line contains the details of a specific item, such as the quantity, price, discount, or VAT. An order or transaction can have multiple lines, depending on the number of items included.
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Business processes are connected in an ERP system. In MKG you can easily navigate between linked processes, without having to manually open the relevant module and remember and retype or copy the correct order number, item number or other reference. To do this, use the link button or the Go to button. You can read more about this in this article.
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Collection of common calls used for a webshop integration.
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Lists often contain a lot of data that may not immediately provide a clear overview. You can make your screen much more insightful by adding conditional formatting, such as colors, shapes, and bars. In this article, you will learn how to do this.
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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.
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Before starting to create a notification, it is necessary to create a notification type. There are many types of notifications that can be created, and the user is free to define them as desired. In this example, the creation of an 8D report is demonstrated.
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Production orders can be easily created based on existing structures and data. In these situations, input remains limited or is even completely unnecessary. This guide shows how to manually enter a production order.
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You can add contacts to a created relation. The positions of these people partly determine the role they play in your processes. In this article you can read how to add contacts to a relation in MKG.