Status of quotes

Offers have system states according to their position in the management flow. When you go to an offer, you’ll see a set of colored buttons. The colors and details change according to the current document status.

The state of the document is represented by an underlined line below one of the states shown.

Here’s the color scheme if the document is in preparation:

Here’s the color scheme when the document is waiting:

By clicking on one of the buttons, you can proceed to change the state if this is possible and authorized.

If you go over these buttons, the system will place a small “forbidden” if it 's not allowed (structurally in the flow management) to change to the state in question.

The existing states in the offers are:

• Model (-3) : This document is a template, which can be used to create a document with content.

• To be processed (-2) : This document has been created automatically by a third party (either via e-commerce, or an EDI/XML link). It is “ACTIVE” and awaits processing. It is therefore a price request that will be transformed into an offer.

• Contract (-1) : By mutual agreement with the customer/prospect, the offer and its price have been customized. And it was agreed to make a contract. The volume of orders against this contract will be accessible in this document. And a set of “customer prices” have been fixed.

• In Preparation (0) : This is the “INACTIVE” state, allowing data modification. This is the starting state for manual document creation.

• Sent (1) : The offer has been sent. It is now active and read-only.

• To be reworked (2): Following customer feedback, the offer needs to be reworked. Either I adapt it, or I make another one (see “Duplicate*”).

• Interrupted (3): The offer is not followed up. It becomes inactive (in terms of follow-up). The customer has not ordered from a competitor (see “Lost*” status).

• Ordered (4) : An order linked to this offer has changed the status of this order and everything has been ordered. A + button appears on the button if it is accessible. If you press this button, the system will create an order In preparation (0) based on this offer. And the offer will only change state when it leaves its In Preparation (0) state.

• Partially ordered (5) : In relation to the orders linked to this offer, the totality of what has been offered has been ordered. There’s also a + on this status. It is therefore a change of state that will be caused by the linked orders.

• Old contract (6) : Move completed contracts to this state to inhibit customer prices for these contracts.

• Lost (7) : This bid was not won. A competitor has been chosen.