Quotation

In a quotation, you offer products or activities (items) at a specific price.

Description

You generally prepare a quotation at the request of a potential sales contact (a prospect) or for an existing sales contact (a debtor). In Profit, you add a quotation and provide it to your sales contact. When your sales contact accepts the quotation, you convert the quotation into an order.

The process with a quotation can be as follows:

If you add a quotation, it has no impact on article stocks. Stock is only reserved at the moment that you copy a quotation to an order.

You can link quotations to a forecast. Linked quotations are then visible in the forecast properties. You can then calculate the 'expected amount' in the forecast based on the linked quotation(s).

Preparation

• Activate the Quotation functionality
• Configuration

Procedure

• Add a quotation
• Add a quotation by copying lines
• View a quotation
• Release a blocked quotation
• Make a new version of a quotation
• Finalise a quotation
• Issue a quotation to a sales contact
• Approve a quotation
• Expire a quotation
• Add an order from a quotation
• Import a sales quotation

Also see

• Change the contact in an active quotation/order
• Packaging in the order process
• Sales order