Sales statuses

You see below an overview of the possible sales statuses:

Type

Status

 

Forecast

Start route

 

 

Demo data

 

 

Quotation sent

 

 

Quotation approved

 

 

Order approved

 

 

Filed

 

 

 

 

Quotation

Current

Make a new version of a quotation

 

Permanent

Finalise a quotation

 

Sales contact approval

Approve a quotation

 

Expired

Expire a quotation

 

 

 

Order (order, packing slip, receipt)

Active

 

 

Short-supply

 

 

Delivered

 

 

Manually completed

 

 

Completed

 

 

Permanent

 

 

 

 

Order line (order, packing slip, receipt)

Active line

 

 

Short-supply

 

 

Settled line

 

Directly to

  1. Configure sales
  2. Activate the Sales functionality
  3. Configure the order process
  4. Configure a basic sales order
  5. Set up numbering and counters
  6. Set up barcodes
  7. Configure SSCC labels
  8. Configure a sales contact
  9. Set up a sales contact profile
  10. Entry layout settings
  11. Configure a backorder
  12. Configure a pending order
  13. Set up an article for allocation/order planning
  14. Configure prices/discounts
  15. Authorise a quotation
  16. Authorise a counter/direct invoice
  17. Configure sales invoices
  18. Reports