Overview

An offer can be created via the Offer Screen Overview

An offer is created via the offer overview screen. To do this, navigate to the offer overview screen and click on the "New" button

A Create dialogue opens to create a new offer.

1. Button to confirm the creation of the offer
2. Button to cancel the creation of the offer
3. Number/Name of the offer. Must be unique
4. A proper description of the offer
5. The name of the assigned Sales Representative. This value is a drop down. The values for the associated Sales Representative are maintained in Salesman
6. Customer assigned to the offer. This value is a drop down. The values for the associated Customer are maintained in Customer Management
7. Contact assigned to the customer. This value is a drop down. The values for the associated Contact are maintained in Contacts Management
8. Here the offer can be assigned to a group
9. Intended for individual functions. Only usable for customer-specific configurations
10. Destination country assigned to the customer. This value is a drop down. The values for the associated customer are maintained in Countries
11. Price list assigned to the offer. This value is a drop down. The values for the associated offer are maintained in Application Settings
12. Prices from the price list are calculated based on this price factor
13. Assigned tax date
14. Currency assigned for the offer. This value is a drop down. These values are maintained in Currencies
15. Assigned outgoing document. Bases on that document the document is created/copied
16. Type of creation
1. Create → Based on point 15, the document is created but no positions are copied
2. Copy (Complete) → Based on point 15, this document is copied
3. Copy (manually -source left) → ? Based on point 15, this document is copied and opened side by side. Now positions can be copied using drag & drop
4. Copy (manually -source right) → ? Based on point 15, this document is copied and opened side by side. Now positions can be copied using drag & drop
5. When positions are copied, you can define the quantity of articles to be copied here
17. Type of recalculation of the price from the offer
1. Recalculate → All prices in the offer are recalculated when creating
2. Copy → When copying, the prices from the copied offer are taken over
18. Indicates whether the values from 17 should either
1. Add → Be added
2. Divide → Be divided
3. Multiply → Be multiplied
19. Closes the Create dialog for the offer

Once the relevant fields have been filled in, click on "Confirm" to create the offer.