Dolibarr ERP CRM Wiki - User contributions [en]

Module Commercial Proposals - Quotes

2011-07-30T09:39:09Z

Mc2matthew: /* Module */

[[Category:Proposal]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Commercial Proposals|
num=20|
devdoc=[[Module Commercial Proposals (developer)]]|
userdoc=This page|}}

= Introduction =
A proposal is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Life cycle / Business rules =
{{ToTranslate}}

= A Complete Proposal =

The creation of a business proposal is from the customer or prospect in the Commercial. To create a proposal you must have a defined contact for this client and the module must be enabled!).

Follow the signs to create a draft proposal, then validate it when it is ready (as opposed to bills you can modify a proposal accepted).

= Closure of a proposal =

Signed as close a proposal when the customer has agreed. At the close of a business proposal identity attached is automatically set as a customer if it was previously classified as a prospect, an Order "draft" is automatically created.

= Module =

Dolibarr can handle several models of proposals, which must be active in the Configuration module. You can create your templates yourself you just have to know the language php. The models proposed are located in / includes / modules / Proposals /

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCCP01:
|situation=
|actions=
}} 

Module Commercial Proposals - Quotes

2011-07-30T09:36:21Z

Mc2matthew: /* Modèles */

[[Category:Proposal]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Commercial Proposals|
num=20|
devdoc=[[Module Commercial Proposals (developer)]]|
userdoc=This page|}}

= Introduction =
A proposal is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Life cycle / Business rules =
{{ToTranslate}}

= A Complete Proposal =

The creation of a business proposal is from the customer or prospect in the Commercial. To create a proposal you must have a defined contact for this client and the module must be enabled!).

Follow the signs to create a draft proposal, then validate it when it is ready (as opposed to bills you can modify a proposal accepted).

= Closure of a proposal =

Signed as close a proposal when the customer has agreed. At the close of a business proposal identity attached is automatically set as a customer if it was previously classified as a prospect, an Order "draft" is automatically created.

= Module =

Dolibarr sait gérer plusieurs modèles de propositions, qui doivent être actifs dans la partie Configuration du module. Vous pouvez créer vous même vos modèles il vous suffit pour cela de connaitre tout de même le language php. Les modèles de propositions se trouvent dans /includes/modules/propale/

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCCP01:
|situation=
|actions=
}} 

Module Commercial Proposals - Quotes

2011-07-30T09:35:56Z

Mc2matthew: /* Closure of a proposal */

[[Category:Proposal]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Commercial Proposals|
num=20|
devdoc=[[Module Commercial Proposals (developer)]]|
userdoc=This page|}}

= Introduction =
A proposal is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Life cycle / Business rules =
{{ToTranslate}}

= A Complete Proposal =

The creation of a business proposal is from the customer or prospect in the Commercial. To create a proposal you must have a defined contact for this client and the module must be enabled!).

Follow the signs to create a draft proposal, then validate it when it is ready (as opposed to bills you can modify a proposal accepted).

= Closure of a proposal =

Signed as close a proposal when the customer has agreed. At the close of a business proposal identity attached is automatically set as a customer if it was previously classified as a prospect, an Order "draft" is automatically created.

= Modèles =

Dolibarr sait gérer plusieurs modèles de propositions, qui doivent être actifs dans la partie Configuration du module. Vous pouvez créer vous même vos modèles il vous suffit pour cela de connaitre tout de même le language php. Les modèles de propositions se trouvent dans /includes/modules/propale/

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCCP01:
|situation=
|actions=
}} 

Module Commercial Proposals - Quotes

2011-07-30T09:32:51Z

Mc2matthew: /* Clôture d'une proposition */

[[Category:Proposal]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Commercial Proposals|
num=20|
devdoc=[[Module Commercial Proposals (developer)]]|
userdoc=This page|}}

= Introduction =
A proposal is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Life cycle / Business rules =
{{ToTranslate}}

= A Complete Proposal =

The creation of a business proposal is from the customer or prospect in the Commercial. To create a proposal you must have a defined contact for this client and the module must be enabled!).

Follow the signs to create a draft proposal, then validate it when it is ready (as opposed to bills you can modify a proposal accepted).

= Closure of a proposal =

Clôturez une proposition comme Signée quand le client a donné son accord. Lors de la clôture d'une proposition commerciale la société rattachée est automatiquement définie comme client si celle-ci était auparavant classée comme prospect, une [[Commande]] "brouillon" correspondante est automatiquement créée.

= Modèles =

Dolibarr sait gérer plusieurs modèles de propositions, qui doivent être actifs dans la partie Configuration du module. Vous pouvez créer vous même vos modèles il vous suffit pour cela de connaitre tout de même le language php. Les modèles de propositions se trouvent dans /includes/modules/propale/

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCCP01:
|situation=
|actions=
}} 

Module Commercial Proposals - Quotes

2011-07-30T09:31:44Z

Mc2matthew: /* A Complete Proposal */

[[Category:Proposal]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Commercial Proposals|
num=20|
devdoc=[[Module Commercial Proposals (developer)]]|
userdoc=This page|}}

= Introduction =
A proposal is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Life cycle / Business rules =
{{ToTranslate}}

= A Complete Proposal =

The creation of a business proposal is from the customer or prospect in the Commercial. To create a proposal you must have a defined contact for this client and the module must be enabled!).

Follow the signs to create a draft proposal, then validate it when it is ready (as opposed to bills you can modify a proposal accepted).

= Clôture d'une proposition =

Clôturez une proposition comme Signée quand le client a donné son accord. Lors de la clôture d'une proposition commerciale la société rattachée est automatiquement définie comme client si celle-ci était auparavant classée comme prospect, une [[Commande]] "brouillon" correspondante est automatiquement créée.

= Modèles =

Dolibarr sait gérer plusieurs modèles de propositions, qui doivent être actifs dans la partie Configuration du module. Vous pouvez créer vous même vos modèles il vous suffit pour cela de connaitre tout de même le language php. Les modèles de propositions se trouvent dans /includes/modules/propale/

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCCP01:
|situation=
|actions=
}} 

Module Commercial Proposals - Quotes

2011-07-30T09:30:36Z

Mc2matthew: /* Life cycle / Business rules */

[[Category:Proposal]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Commercial Proposals|
num=20|
devdoc=[[Module Commercial Proposals (developer)]]|
userdoc=This page|}}

= Introduction =
A proposal is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Life cycle / Business rules =
{{ToTranslate}}

== A Complete Proposal ==

The creation of a business proposal is from the customer or prospect in the Commercial. To create a proposal you must have a defined contact for this client and the module must be enabled!).

Follow the signs to create a draft proposal, then validate it when it is ready (as opposed to bills you can modify a proposal accepted).

= Clôture d'une proposition =

Clôturez une proposition comme Signée quand le client a donné son accord. Lors de la clôture d'une proposition commerciale la société rattachée est automatiquement définie comme client si celle-ci était auparavant classée comme prospect, une [[Commande]] "brouillon" correspondante est automatiquement créée.

= Modèles =

Dolibarr sait gérer plusieurs modèles de propositions, qui doivent être actifs dans la partie Configuration du module. Vous pouvez créer vous même vos modèles il vous suffit pour cela de connaitre tout de même le language php. Les modèles de propositions se trouvent dans /includes/modules/propale/

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCCP01:
|situation=
|actions=
}} 

Module Commercial Proposals - Quotes

2011-07-30T09:27:57Z

Mc2matthew: /* Créer une proposition commerciale */

[[Category:Proposal]]
{{TemplateDocUser}}
{{TemplateModEN}}
{{BasculeDevUser|
nom=Commercial Proposals|
num=20|
devdoc=[[Module Commercial Proposals (developer)]]|
userdoc=This page|}}

= Introduction =
A proposal is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

= Installation =
{{NoInstallModuleEn}}

= Configuration =
{{ActivationModuleEn}}

= Life cycle / Business rules =
{{ToTranslate}}
A compléter

The creation of a business proposal is from the customer or prospect in the Commercial. To create a proposal you must have a defined contact for this client and the module must be enabled!).

Follow the signs to create a draft proposal, then validate it when it is ready (as opposed to bills you can modify a proposal accepted).

= Clôture d'une proposition =

Clôturez une proposition comme Signée quand le client a donné son accord. Lors de la clôture d'une proposition commerciale la société rattachée est automatiquement définie comme client si celle-ci était auparavant classée comme prospect, une [[Commande]] "brouillon" correspondante est automatiquement créée.

= Modèles =

Dolibarr sait gérer plusieurs modèles de propositions, qui doivent être actifs dans la partie Configuration du module. Vous pouvez créer vous même vos modèles il vous suffit pour cela de connaitre tout de même le language php. Les modèles de propositions se trouvent dans /includes/modules/propale/

= Example of use case =
{{ToComplete}}
{{ExamplesCaseEn
|name=UCCP01:
|situation=
|actions=
}} 