Finalise a quotation

After you have added the quotation, the responsible user reviews it. This user finalises the quotation and by doing so he indicates that it can be supplied to the sales contact/debtor.

Note: 

You can only finalise quotations that have the Current status.

To finalise a quotation:

  1. Go to: Order Management / Sales process / Sales quotation.
  2. Select the quotation.
  3. Click on the action: Permanent.
  4. Click on: Yes.

    The status of the orders changes from Current to Permanent.

  5. Provide your sales contact/debtor with the finalised quotation.
  6. Approve the quotation on behalf of the customer when your sales contact/debtor lets you know the quotation is accepted.

Directly to

  1. Quotation
  2. Activate the Quotation functionality
  3. Configuration
  4. Add a quotation
  5. Add a quotation by copying lines
  6. View a quotation
  7. Release a blocked quotation
  8. Make a new version of a quotation
  9. Finalise a quotation
  10. Issue a quotation to a sales contact
  11. Approve a quotation
  12. Expire a quotation
  13. Add an order from a quotation
  14. Import a sales quotation