Quotations
Quotations
Quotations are all ongoing processes with customers that have not yet become an order. There can be any number of different offers for each customer/prospect.
The type of offer here ranges from loose contact, e.g. as the addressee of a mailing campaign, to ongoing acquisition processes with, for example, demo and visit appointments, through to specific offers with corresponding shopping baskets.
The following toolbar is displayed in the Offers tab:
Creating an offer with selection of the address. If the offer was created for the wrong address by mistake, this can be changed by selecting a new address of the type Customer/Interested party in the Addresses sub-tab. An easier way to create a new offer is to open the desired address and press the icon for creating an offer in its toolbar.
Saving the data
Search for data records with the criteria entered in the Search tab
Generate printouts in the form of reports or ePOS print rule sets
Delete the offer. When this button is clicked, the system checks whether dependent data (e.g. shopping baskets) exists for this offer. If such data is found, the user is informed and asked whether the offer should still be deleted. If this question is answered in the affirmative, all dependent data is also deleted. In the search filter, pressing this button causes all fields to be emptied.
Cut a selected text.
Copying a selected text
Paste a text from the clipboard
Go back to the last edited object.
Open the address of the current offer or open the project if the offer is assigned to a project.
Assign an additional address to the current offer. After selecting the address type, a dialog appears to search for the address. In the results list of this search, the desired address is selected by double-clicking. If Customer/Interested party is selected as the address type, the offer is attached to the new address. This symbol is only active if the Relationships tab is active.
Create a new offer with the same address as the customer address
Create a shopping cart for this offer. Depending on the system settings, an ePOS set of rules can be run through. If a copy of an existing shopping cart is to be created, a new shopping cart can also be created by opening the source shopping cart and dragging it from the title bar onto the desired offer.
Creating a report for this offer
Starting an ePOS set of rules for processing the characteristics of the offer
These symbols are shown/hidden depending on the tab selected. In the Search and List tabs, all symbols relating to operations on a specific object are omitted.
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