Sales - Offers

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Quotations are used when a quote for a customer or item is to be registered and sent to the customer or item. If the quote is accepted, the quote can be changed to an order The offer overview can be found under Accounts receivable/Sales/Offers. Note! The Quote menu item can only be seen if the Orders item is selected under Company/Maintenance/Turn features on/off.

Local menu for offers

Description of buttons in the offer pop-up menu
Button Button description
Create offer Adding a new quote
Edit a quote Edit an already created quote
Refresh After a change or correction to a quote line, tap Refresh to see the latest updates
Filter Filter on the data in your offer overview. Read more about filters here.
Layout Insert additional fields, remove fields etc. under the layout button. Read more about these features here.
Offer lines Opens the quote lines for the selected quote, allowing you to enter/edit lines with information about what the customer needs a quote for.
Quotation Print the offer and/or send the offer via email
Convert quote to order When the customer accepts the quote, the quote can be converted to an order so that it can be invoiced to the customer via Accounts Receivable/Sales/Sales Order
Copy purchase order/ sales order Create a copy of the offer or copy the offer to an order or purchase etc.
Stock transactions See any inventory transactions
Contact us View customer contacts and/or create additional contacts. Read more about contacts here.
Attachments Attach notes and/or documents to the quote. Read more about this feature here.
Follow-up If you use the CRM module, you can view and create follow-up activities on the offer here. The follow-up screen shows all follow-ups created for this debtor. Read more about follow-up activities here.
All fields Shows all fields for the selected offer and the contents of the fields.

Creating an offer

Select the Create quote button and choose which debtor the quote should be issued to in the Account field. Select the Save and go to lines button and enter the lines to display to the customer on the quote. Select the Offer button on the offer lines to print and/or send the offer by email.  

Local menu for offer lines

Description of buttons in the quote line pop-up menu
  1. Add line
    • Adding a new offer line
  2. Add items
    • Opens pop-up menu where more items can easily be added
  3. Add variants
    • Opens pop-up menu where variants can be assigned to items
  4. Copy line
    • Inserts an identical line below the selected line
  5. Delete line
    • Deleting the offer bar
  6. Edit quote
    • Edit in the setup
  7. Gem
  8. Update
  9. Show photo
    • Shows the photo/Url stored on the item. Read along here. NOTE: It is the reference in the Photo on item field that is displayed. If you want the URL to be displayed, you must add the URL in the Photo on item field.
  10. Templates
  11. Layout
  12. Special offers
    • Printer / Sending the offer
  13. Inventories
    • See inventory for the selected items
  14. Batch/serial numbers
    • If you use batch or serial numbers, they can be edited here
  15. Product references
    • View the stock transactions/order lines etc. for the selected line
  16. Insert subtotal
    • Now adds line where you can insert a subtotal
  17. Parts list
    • If an item is a BOM, you can either unfold or view the items included in it.
  18. Copy invoice
    • Copying from invoices on that customer

Example of quote to order conversion

The following shows an example of us sending an offer on item number 34-23 - Sofa bed, 2 pcs. at a total price of DKK 7,800.00. This is without the 10% that was entered under master data. Click on save. Go back to the offers tab. In the Offers tab, press refresh and you can now see the order we have created. The 10% discount we set up on the offer master data is now applied. We can then convert the quote to order by clicking Convert quote to order. We are now asked if the offer should be retained after the conversion. The order is now converted and you will find it under Accounts receivable/Sales/Sales orders From sales orders, you can create an invoice as you normally would. Read more here: Accounts receivable - Sales orders

Delete an offer

Find the quote order you want to delete and press the edit button. Inside the master data page, you can delete the order at the top. Versison-90 An account/contact person can be added by pressing [+]