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Module Commercial Proposals - Quotes: Difference between revisions
Module Commercial Proposals - Quotes (view source)
Revision as of 13:42, 14 August 2024
, 2 years ago→Life cycle / Business rules
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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: | [[fr:Module Propositions commerciales - Devis]] | ||
[[es:Módulo_Presupuestos]] | [[es:Módulo_Presupuestos]] | ||
[[de:Modul_Angebote]] | [[de:Modul_Angebote]] | ||
[[zh:报价单模块]] | |||
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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> | |||
Draft (0) --> Validated (1) --------> Signed (2) --------------------------------------> Billed (4) | |||
^ \ \ / | |||
| \ \--> Creation order or invoice --/ | |||
| \ (automatically or manually) | |||
| \--> Declined (3) | |||
| | | |||
--------------------------- | |||
</pre> | |||
= Create a proposal = | = Create a proposal = | ||
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Then validate it. | Then validate it. | ||
= Closure of a proposal = | = Closure of a proposal (Refused or Signed then Billed) = | ||
Signed | 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 = | ||
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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> | |||