Overview
Ribbon in the Header Data
- Create a new offer
- Reload the information in the offer
- Print an offer document
- Build.One Chatbot - Currently in beta status
- Save your changes
- Undo your changes
- Whit this you can add new positions to the offer from your clipboard
- Whit this you can add new positions via drag and drop from an offer template
- Open the summaries dialog
- Recalculate the offer
- Transfer the dato form the offer to your ERP
- Send the offer via e-mail
- Use case specific functionality
Offer-Header Data Panel
- Offer number. This is an unique identifier for your offer
- Offer group. This is configurable in ?
- Offer Status
- Description field
- Assigned customer to this offer. For more information please see
Customer Management - Assigned contact to this offer- For more information please see
Contacts Management - Assigned currency to this offer. Currencies are maintained in
Currencies - Assigned language to this offer.
- Internal information for this offer
- Warehouse information
- Source offer
- Target document
- Accountable person for this offer
- Responsible person for this offer
- Vendor for this offer
- Request date of the offer
- Delivery date of the offer
- Target date for the offer
- Valid date for this offer
- Information for the request date
- Information for the delivery date
- Starting date for this offer
- TAX date for this offer
- Assigned project for this offer
- Offer attributes
- Currency logic for this offer?
- Assigned TAX rate for this offer
Terms & Conditions Panel
- Payment type for this offer
- Delivery type for this offer
- Term of payment for this offer
- Delivery conditions for this offer
- Destination target for this offer
- Destination country for this offer
- Payment guarantee for this offer
- Contractual penalty for this offer
- Guarantee
- Release level
- Release status
- Related text module as seen here
Text Modules - Second related text module as seen here Text Modules