Module Commercial Proposals - Quotes

Commercial Proposals
Numéro/ID du module	20
Doc utilisateur du module	This page
Doc développeur du module	Module Commercial Proposals (developer)

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.

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

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.

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

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. Also if you setup correctly Module Workflow, an Order "draft" can be automatically created.

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