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Module Commercial Proposals - Quotes (view source)
Revision as of 13:42, 14 August 2024
, 10 months ago→Life cycle / Business rules
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+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.+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/+{{ToComplete}}
−{{ExamplesCaseEn
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<!-- BEGIN origin interlang links -->
+<!-- You can edit this section but do NOT remove these comments
+ Links below will be automatically replicated on translated pages by PolyglotBot -->
+[[fr:Module Propositions commerciales - Devis]]
+[[es:Módulo_Presupuestos]]
+[[de:Modul_Angebote]]
+[[zh:报价单模块]]
+<!-- END interlang links -->
+
[[Category:Proposal]]
[[Category:Proposal]]
{{TemplateDocUser}}
{{TemplateDocUser}}
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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 =
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= Life cycle / Business rules =
= Life cycle / Business rules =
−When a commercial proposal is created, this is done with status "Draft".
+Then it is "Validated". You can then close it with status "Signed" (if customer has accepted it), or with status "Refused".
+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>
+Draft (0) --> Validated (1) --------> Signed (2) --------------------------------------> Billed (4)
+ ^ \ \ /
+ | \ \--> Creation order or invoice --/
+ | \ (automatically or manually)
+ | \--> Declined (3)
+ | |
+ ---------------------------
+</pre>
−== A Complete Proposal ==
+= Create a proposal =
+The creation of a business proposal is done from a third party card.
+The third party must be defined as customer or prospect (or both). Also module "Commercial Proposal" must be enabled.
−Go on third party card.
+Click on button "Add proposal" on customer or prospect tab of the third party.
+Then validate it.
−= Closure of a proposal (Refused or Signed then Billed) =
−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.
−= Modèles =
+= 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/
−= Vidéos liées =
+<youtube width="200" height="120">OkbncQwiWIw</youtube>
+Commercial proposals:
+(vocal in french but subtitles are available and review in this language)
−= Example of use case =
+<youtube width="200" height="120">2xcEjyGFSg8</youtube>
−