| {{{name}}} | |
|---|---|
| 模块ID | 20 |
| 用户手册 | 本页 |
| 开发文档 | Module Commercial Proposals (developer) |
Introduction
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
该模块包含在 Dolibarr 发行版中，因此无需安装。
Configuration
要使用此模块，必须首先使用管理员帐户通过菜单选项 "主页 - 设置 - 模块"启用它：
选择列出模块的选项卡。然后点击 "激活"。。
模块现在已激活。
如果在该模块的行尾出现一个齿轮图标
，则单击它以访问特定于模块的设置页面。
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 (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, 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
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/
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