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Finalise quotation immediately

In the quotation entry layout you can specify whether you want quotations to become final immediately. You do this if it is not necessary to check new quotations before they are sent to the sales contact.

You can specify that the quotations should never be finalised, always be finalised immediately or that a question should be asked.

To set immediate finalisation of quotations:

  1. Go to: General / Management / Entry layout.
  2. Open the entry layout properties for the quotation. You can also select a default entry layout supplied with Profit and click on the Copy action.
  3. Go to the tab: General settings.
  4. Go to the tab: Settings 2.
  5. Select a value for Finalise immediately:
    • Always: Profit finalises the quotation immediately after completion.
    • Never: Profit never finalises the quotation after completion. You do this afterwards with the available Finalise action.
    • Pose question: When a quotation is completed, Profit asks if you want to finalise the quotation.
  6. ¬†Click on: OK.

Directly to

  1. Order process entry layout settings
  2. Set default blocking of quotations and orders
  3. Set a credit limit check
  4. Check the minimum and maximum amount of a quotation/order
  5. Set order printing
  6. Set order e-mailing
  7. Set up that orders are always placed in the dossier
  8. Enter order number manually
  9. Finalise a quotation immediately
  10. Copy a quotation after the expiry date
  11. Add a new order immediately
  12. Redetermine price/discount for cumulative entry

Process

Set up the checks in the entry layout

Work area

sales