Here it is possible to create a quote for a project that can later be converted into an order for the project.
Create the offer
Enter the offer lines
Enter the item lines to be used.
Insert subtotals if necessary and use long texts.
See the expected contribution margin instantly.
A quote can be converted into a sales order
NOTE: To transfer the quote lines to Project in the invoice, you must select a type with the type "Revenue" in the sales order header. This will transfer both a revenue line and the product lines as project items.
If a type with the type "Aconto" is used, the stock pull is not transferred to the project. Only one Aconto line is transferred.
Read more about sales orders here.
Create the offer
Enter the offer lines
Enter the item lines to be used.
Insert subtotals if necessary and use long texts.
See the expected contribution margin instantly.
A quote can be converted into a sales order
NOTE: To transfer the quote lines to Project in the invoice, you must select a type with the type "Revenue" in the sales order header. This will transfer both a revenue line and the product lines as project items.
If a type with the type "Aconto" is used, the stock pull is not transferred to the project. Only one Aconto line is transferred.
Read more about sales orders here.