Selling
Quote to cash: quotation, order, delivery, shipment — each stamped with the location and warehouse it belongs to.
15 steps · 10 questions · 6 screens on this shelf
The screens on this shelf
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Quotations
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Sales Orders
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Deliveries
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Records
Shipments
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Quotation Approvals
Every signature a quotation is waiting for, in the order they are collected. A quotation is sent to the customer only once every level has approved.
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Records
Quotation Approval Rules
Which quotations an approver has to check before they go to the customer, and who. A quotation a rule covers cannot be sent, or turned into an order, until every approver has signed; one no rule covers is sent as it always was.
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