Price offers allow you to create and send properly formatted offers to customers quickly and easily. The system lets you track the status of each offer and convert it into the appropriate next document – such as a sales order, purchase order, proforma invoice, or sales invoice – with just a few clicks. The lines on the offer are identical to those on a sales invoice, but no accounting entries are generated, meaning price offers don’t affect accounting. When inventory items are added to a price offer, stock levels are not checked and the items are not reserved.
Operations -> Price offers -> New price offer
Enter the offer details in the same format as they should appear on the sales invoice. If you want to use items on the offer rows, they must be entered in advance (Warehouse -> Items). Once the customer has confirmed the offer, you can generate a sales order, proforma invoice, purchase order or sales invoice from it.
● You can generate the next document from the offer via the Actions button.
- Unsent – the price offer has not been sent to the customer and no invoice has been created.
- Finished – an invoice has been created from the price offer. The price offer can no longer be edited.
- Sent – the offer has been sent to the customer, but no invoice has been created yet. The offer can still be edited.
- Lost – no invoice was created from the offer during its “created” to “valid until” period. The offer can still be edited and an invoice can be created from it.
- Cancelled – the offer was cancelled by the user who created it. The offer cannot be edited. The cancellation date is shown in the last column of the list.
If you have any additional questions, write to us at support@simplbooks.ee
Leave A Comment?