Quotations/proformas are usually used in any of the following circumstances.
- Customers who do not usually purchase from your company
- Customers who have a bad payment history and must pay before they receive goods
The quotations/proforma orders are held in the Outstanding Orders Management module, pending customer acceptance. A confirmation of order print (or Quotation document) can be generated and sent to the customer for approval and payment.
Once approval/payment is received, the orders can be maintained and released for processing through the Outstanding Order Management Module. The released order goes through the normal pending checks and is processed as a normal order before it is completed.
For picking slip quotations the posting to the customer balances occurs after the goods are picked and dispatched and the production of the invoices has taken place. Picking entry allows for the orders to be corrected for invoice printing if variances exist between the file and actual stock value.
For direct to invoice quotations allows for stock updates at the time of order entry. Once approval is received, the order can be released for processing through the use of the Release Order function.
After quotations have been entered, a print of quotations can be generated via the document printing feature. The invoices are sent to the appropriate customer for confirmation.
