Manage sales process

Prospects and some previous customers require a formal quotation before they purchase goods from you. Others may agree to a verbal quotation. When the prospect agrees to purchase the goods, convert the quotation to a sales order.

To work with quotation

1. Add the quotation

2. Add items to the quotation

3. Experiment with cost and price estimates

4. Associate bill of material with quotation items

5. Associate routing with quotation items

6. Revise the quotation when necessary

7. When necessary, recalculate cost and price figures

8. Submit the quotation to your supervisor for approval

To work with sales order

1. Add the sales order

2. Add items to the sales order

3. Experiment with cost and price estimates

4. When necessary, recalculate cost and price figures

5. Set sales order item releases

6. Close the order, place it on hold, or cancel it

7. Selectively change the status of a sales order line item

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