In some cases, you may want to resend a packing slip or invoice via email, or print it again. In this article, we explain how you can reapply the layout to repeat the set action.

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.

When a quotation has been submitted to the customer but has not yet been rejected or converted into an order, the quotation can be modified and resubmitted.

Once a sales quotation line is created, it goes through various actions. Each line can proceed at its own pace. For example, different quotation lines from one quote do not all need to be processed into a sales order simultaneously.

The Calculations module is used for creating preliminary calculations. You can use the module by incorporating a sales quote into the calculation or by creating an 'independent' calculation. In addition to materials, you add operations to a calculation. An outsourcing is considered an operation in MKG.

This article describes the administration settings on the 'General' tab. This tab contains the settings for 'Pricing'.

This article describes the administration settings on the 'Status and actions' tab. On this tab you will find the standard configuration of the status-and-action model of the sales quotation.

'Aanbieden' is een actie die je uitvoert in de verkoopofferteregel. Door deze actie uit te voeren genereer je het standaard rapport 'Verkoopofferte (8400)'. De status van de offerteregel verandert door deze actie standaard van 'Aangemaakt' of 'Calculatie gereed' in 'Aangeboden'. De actie voer je uit in de offerteregel zelf of via de Actielijst Verkoopoffertes.

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.

If you receive a price request, you can start creating a quote. The relationship does not need to be a debtor in MKG for this. In this article, you will read how to create a sales quote for a relationship by filling in the data in the header.

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.