Two possibilities:
- If you are in a list, click on the
Add ioi Sales Offerbutton.
- If you are in a file (on an offer), click on
..., then onNew ioi Sales offers.
You are in In preparation (0) status for this offer. You know how to encode the document partially or several times. It is inactive and will not be presented as standard in the analysis figures.
Astuce
Don’t forget to save the document. It’s currently in your browser’s cache.
You can find the information here :
And you can save here (mandatory fields must be filled in):
- Type : The system offers you either an offer (default) or a contract (on request).
- Prefix: If your site has been configured with several sales journals, you can choose which prefix (i.e. which journal) you wish to encode your offer in.
Example: On the Antwerp site, two journals have been configured: one for ‘Flanders’ sales, one for ‘international’ sales.
- Identification/number Depending on the log type and prefix chosen, the system will suggest a document number which is typically the last one incremented by 1.
Attention
Warning. If a colleague encodes and saves an offer before you, this order number will change to the next one.
Astuce
By choosing the log, a set of parameters are taken into account for the offer:
- What is the active and default sales catalog?
- What is the default sales condition?
- What is the default VAT rate.
The document date is also set directly to the current date. And you’ll see that in the Plus tab, this document has been assigned to a period corresponding to today’s date:
Attention
Note that this period must be changed manually if you now change the date outside the period in question (very rare case).