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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

Procedure

Also see

Process

Quotation

Work area

sales