Module Commercial Proposals - Quotes - Revision history

Eldy: /* Life cycle / Business rules */

2024-08-14T13:42:19Z

Life cycle / Business rules

← Older revision		Revision as of 13:42, 14 August 2024
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	If the commercial proposal is "Signed", it can be converted into invoice or order, manually or automatically.		If the commercial proposal is "Signed", it can be converted into invoice or order, manually or automatically.

	Representation of the life cycle of a proposal (value in parenthesis is the technical status code):
			''Representation of the life cycle of a proposal (value in parenthesis is the technical status code):''
	<pre>		<pre>
	Draft (0) --> Validated (1) --------> Signed (2) --------------------------------------> Billed (4)		Draft (0) --> Validated (1) --------> Signed (2) --------------------------------------> Billed (4)

2024-08-14T13:40:19Z

Life cycle / Business rules

← Older revision		Revision as of 13:40, 14 August 2024
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	If the commercial proposal is "Signed", it can be converted into invoice or order, manually or automatically.		If the commercial proposal is "Signed", it can be converted into invoice or order, manually or automatically.

			Representation of the life cycle of a proposal (value in parenthesis is the technical status code):
	<pre>		<pre>
	Draft (0) --> Validated (1) --------> Signed (2) --------------------------------------> Billed (4)		Draft (0) --> Validated (1) --------> Signed (2) --------------------------------------> Billed (4)

2024-08-14T13:39:02Z

Life cycle / Business rules

← Older revision		Revision as of 13:39, 14 August 2024
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	If the commercial proposal is "Signed", it can be converted into invoice or order, manually or automatically.		If the commercial proposal is "Signed", it can be converted into invoice or order, manually or automatically.

			<pre>
			Draft (0) --> Validated (1) --------> Signed (2) --------------------------------------> Billed (4)
			^ \ \ /
			\| \ \--> Creation order or invoice --/
			\| \ (automatically or manually)
			\| \--> Declined (3)
			\| \|
			---------------------------
			</pre>

	= Create a proposal =		= Create a proposal =

2023-09-05T04:02:18Z

Add Chinese

2022-10-24T17:51:33Z

Vidéos liées: Not in the language of the page but it's better than nothing or it can help

← Older revision		Revision as of 17:51, 24 October 2022
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	= Vidéos liées =		= Vidéos liées =
	<youtube width="200" height="120">OkbncQwiWIw</youtube>		<youtube width="200" height="120">OkbncQwiWIw</youtube>

			Commercial proposals:
			(vocal in french but subtitles are available and review in this language)

			<youtube width="200" height="120">2xcEjyGFSg8</youtube>

2021-03-29T22:29:57Z

Closure of a proposal

← Older revision		Revision as of 22:29, 29 March 2021
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	Then validate it.		Then validate it.

	= Closure of a proposal =		= Closure of a proposal (Refused or Signed then Billed) =

	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~~.		A proposal is closed when set to "Refused".
	~~Also if~~ you setup correctly [[Module Workflow En\|Module Workflow]], ~~an Order~~ "draft" can be automatically created.		If the proposal is set to "Signed" when the customer has agreed, the prospect attached is automatically set as a customer if it is not already a customer. Then, you have then to decide when the proposal will be closed. Once an order has been created or once an invoice has been created.

			If you setup correctly [[Module Workflow En\|Module Workflow]], you can have a "draft" order created automatically. You can also to have the proposal being closed automatically when the order is created or when the invoice has been validated.

	= Document templates =		= Document templates =

2020-08-23T15:55:04Z

← Older revision		Revision as of 15:55, 23 August 2020
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	<!-- You can edit this section but do NOT remove these comments		<!-- You can edit this section but do NOT remove these comments
	Links below will be automatically replicated on translated pages by PolyglotBot -->		Links below will be automatically replicated on translated pages by PolyglotBot -->
	[[fr:~~Module_Propositions_commerciales~~]]		[[fr:Module Propositions commerciales - Devis]]
	[[es:Módulo_Presupuestos]]		[[es:Módulo_Presupuestos]]
	[[de:Modul_Angebote]]		[[de:Modul_Angebote]]

2020-08-23T15:28:34Z

Introduction

← Older revision		Revision as of 15:28, 23 August 2020
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	= Introduction =		= 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.		A proposal or quote is a document you suggest to a customer to give him an idea of what you can do/sell at which price.

	= Installation =		= Installation =

2020-08-23T15:28:14Z

Document templates

← Older revision		Revision as of 15:28, 23 August 2020
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	= Document templates =		= Document templates =
	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/propale/		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/propale/


	= Vidéos liées =		= Vidéos liées =
	<youtube width="200" height="120">OkbncQwiWIw</youtube>		<youtube width="200" height="120">OkbncQwiWIw</youtube>

2020-08-23T15:27:56Z

← Older revision		Revision as of 15:27, 23 August 2020
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	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/propale/		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/propale/

	= ~~Example of use case~~ =
	~~{{ToComplete}}~~		= Vidéos liées =
	~~{{ExamplesCaseEn~~		<youtube width="200" height="120">OkbncQwiWIw</youtube>
	~~\|name~~=~~UCCP01:~~
	~~\|situation~~=
	~~\|actions=~~
	~~}} ~~