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Module Commercial Proposals - Quotes (view source)
Revision as of 22:29, 29 March 2021
, 4 years ago→Closure of a proposal
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Also if you setup correctly [[Module Workflow En|Module Workflow]], an Order "draft" can be automatically created.+
+
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".
−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 =