Offers / Quotes

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Select  Offers (Quotes)  from the  Go to ...  menu. Quotes are managed in three program screens:

 

oList view, offering the following features:
- Call quotes by status: Not yet sent, Open, Accepted, Rejected
- Show quotes in groups (with subtotals): Status, Client, Month: Click on column title.
oInput window
oDetail view (single quote), this layout is subdivided into Data Input   Print  and   E-Mail   (navigation at the bottom)

 

When selected from the main menu the call will first take you the List View.

 

General

The structure of offers resembles that of jobs (1 job / x job items.)
Offers and jobs are two distinctly separate data ranges in TOM. However, there are links between them.
You can create a job from an offer and also create an offer from a job.
Offers can be generated as letters (pdf) or as e-mail.
You can generate an offer using an MS Word template.
If the enquiring company is not yet your customer you have to first create a client record and activate the option "Prospect". Upon acceptance of the offer this status automatically changes to "Client" when the job has been created from the offer

 

Angebote erstellen & versenden

Angebotsdaten in neues Projekt übernehmen