Module Commercial Proposals - Quotes

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Commercial Proposals
Numéro/ID du module	20
Doc utilisateur du module	This page
Doc développeur du module	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

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.

Representation of the life cycle of a proposal (value in parenthesis is the technical status code):

Draft (0) --> Validated (1) --------> Signed (2) --------------------------------------> Billed (4)
                      ^        \                   \                                  /
                      |         \                   \--> Creation order or invoice --/
                      |          \                      (automatically or manually)
                      |           \--> Declined (3)
                      |                         | 
                      --------------------------- 

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/

Vidéos liées

Commercial proposals: (vocal in french but subtitles are available and review in this language)