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What are the steps of a sales quotation line?

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.

 

 

Actions

 

To see if an action can be performed, check the column of the line with the corresponding icon above it.

  • Kan afbeelding niet inladen       The field is empty. This action cannot be performed yet.
  • Kan afbeelding niet inladen       The action can be performed for the displayed quantity.
  • Kan afbeelding niet inladen            The action is completed for all displayed quotation quantities.
  • Kan afbeelding niet inladen            This action is skipped.

Note!
Each line can be in a different status. An action is only performed for all selected lines or the current line.

 

 

A quotation line goes through the following actions:

 

  • Include in calculation

    You can create a calculation to arrive at a sales price. This action is optional and can also be skipped. See also: How to include a sales quotation in calculation?.
  • Offer

    Once the quote is ready, it is offered to the customer. This is done for all lines at once. After offering, no changes can be made to the quote. If no calculation was made, a cross appears under the column
    , because that action was skipped. See also: How to offer a sales quotation?.
  • Revise

    When the customer wants the quote adjusted, use the action Revise. The quote is now editable again. A calculation can still be made. Once all adjustments are made, you can offer the revised quote to the customer. A new version is created when offering. The process of revising, modifying, and re-offering a quote can be repeated indefinitely. See also: Re-offer a quote.
  • Reject

    If the customer rejects the quote, you can use the action Reject for each quotation line. With this action, it is possible to enter a reason for rejection. Analyses can be made based on this to understand why quotes are rejected.
  • Create sales order

    When the customer agrees with the quote, a sales order is created. It is also possible to merge lines from different quotes into one order. See also: Convert a sales quote to an order.
  • Create sales order directly

    You can also directly create a sales order based on the selected sales quotation lines, without the intervention of the action list.

Action Lists
In the action lists, the actions of a quotation line can be executed for multiple quotation lines for multiple quotes simultaneously. See: Perform actions across multiple quotes.

 

 

Knowledge Center | Related:

 

calculate quotestatus and actionstatus quantity