Overview
The customer sends the request and refers to a valid quotation.
The process starts with checking the quotation. The quotation must be valid and issued to the customer.
Sales order is created based on the quotation. The key information: customer, terms, items, and prices are transferred from the quotation to the sales order. Any changes in the transferred information usually are not allowed.
As a result, the sales order is created with a reference to the quotation.
Process sales orders referenced to quotations flowchart
Paths
| Path | Sales → Sales management → Sales quotations |
|---|---|
| In-app link EN code |
e1cib/list/Document.CommercialProposalForCustomer
|
| In-app link RU code |
e1cib/command/Документ.КоммерческоеПредложениеКлиенту.Команда.КоммерческиеПредложенияКлиентам
|
How to check quotations
1. Click Sales and then click Sales quotations under Sales management.
2. Find and open the Sales quotation sent to the customer and still valid.
3. Check the logistic, commercial, and financial terms defined in the quotation.
How to transfer quotation data to sales orders
1. Click Sales and then click Sales quotations under Sales management.
2. Select the Sales quotation and click Generate → Sales order.
3. In the Sales order, click the Main tab.
4. Check the header information transferred from the quotation: the Customer and the Company.
5. Click the Goods tab.
6. Check the line information: Item, Item variant, and Quantity.
7. Select all lines and click Supply → Do not supply.
8. Select the Pending approval status and post the document.