Module Commercial Proposals - Quotes: Difference between revisions

Module Commercial Proposals - Quotes (view source)

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 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 =