Does your customer send call-off orders for which you do not immediately know how many and by when they will be taken? In this article, you will learn how to register these types of orders in MKG without losing track.

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.

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.

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.

For offering a sales quote, your relation does not need to be a debtor yet, but to create a sales order it does. In this article, you will learn how to turn a relation into a debtor. This can be done directly from the 'CRM' module.