Quotations-Quotation

Quotations: Quotation

Here you define the offer and edit details such as 'origin' (contact via mailing list, trade fair, Internet, ...) or dates and can specify the type of offer from mail contact to the ongoing acquisition process to the actual offer.

Predecessor orders and follow-up orders are entered using suitable sets of rules, e.g. when an offer becomes an order. You can switch between the objects by double-clicking on such an offer/order.

The Result group is activated for processing when the status of the offer is changed. As long as the offer is being processed, there is no result.