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Module Commercial Proposals - Quotes (view source)
Revision as of 13:42, 14 August 2024
, 11 months ago→Life cycle / Business rules
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[[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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= 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>