# Quotation header

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="height:106px;width:100%;"> <thead> <tr> <td style="width:25.8523%;">Title</td> <td style="width:21.4659%;">Widget</td> <td style="width:52.6818%;">Widget description</td> </tr> </thead> <tbody> <tr> <td style="width:25.8523%;">Create quotation</td> <td style="width:21.4659%;">[![image.png](https://en.wiki.dedesales.de/uploads/images/drawio/2026-10/MeouxIKgd8GHnbFo-drawing-8-1793269121.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-09/VH3TOrBw1qwPd9m8-image.png)

 </td> <td style="width:52.6818%;">Click: Opens the new quotation header

Available  
        a. Customer details

 </td> </tr> </tbody> </table>

### General

#### Header

<div drawio-diagram="1319"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/3ff9xf9juQ5Qy02U-8mrntgxnfiqiaqvi-drawing-8-1744357067.png" alt="8mRntgxnfiqiaQVi-drawing-8-1744357067.png"/></div>

1. Shows the number of items and the total quantity (items \| total quantity)
2. The exclamation mark is shown in red if there is a special feature with the quotation, e.g. delivery block. 
    1. Contains additional quotation-related information
    2. Click: Opens the information
 

#### Form

##### Quotation

<table id="bkmrk-feld-recht-referenz-" style="border-collapse:collapse;width:100%;height:420.953px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type of quotation</td> <td style="height:29.7969px;">ORDER / header / Types of orders</td> <td style="height:29.7969px;">Code table: DeDeSales Type of order</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Order type</td> <td style="height:29.7969px;">ORDER / header / Order type</td> <td style="height:29.7969px;">Code table: Order type</td> </tr> <tr> <td>Delivery date</td> <td>ORDER / header / Date of delivery</td> <td>  
</td> </tr> <tr> <td>Quotation valid until</td> <td>ORDER / header / Fixed value date</td> <td>  
</td> </tr> <tr> <td>Offer Confirmation</td> <td>ORDER / header / Order confirmation</td> <td>  
</td> </tr> <tr> <td>Incoterms</td> <td>ORDER / header / Incoterms</td> <td>Code table: Incoterms</td> </tr> <tr> <td>Quotation date</td> <td>ORDER / header / Date of order can be freely changed by employee</td> <td>  
</td> </tr> <tr> <td>Discount in %</td> <td>ORDER / header / Order discount</td> <td>  
</td> </tr> <tr> <td>Terms of payment</td> <td>ORDER / header / Terms of payment</td> <td>Code table: Terms of payment</td> </tr> <tr> <td>Method of payment</td> <td>ORDER / header / Method of payment</td> <td>Code table: Method of payment</td> </tr> <tr> <td>Freight costs</td> <td>ORDER / header / Show freight cost selection</td> <td>  
</td> </tr> <tr> <td>Campaign</td> <td>ORDER / header / Campaigns</td> <td>Campaigns</td> </tr> </tbody> </table>

##### Offer Information

<table id="bkmrk-feld-recht-referenz--1" style="border-collapse:collapse;width:100%;height:148.984px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Offer Information external</td> <td style="height:29.7969px;">ORDER / header / External order text</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Offer Information internal</td> <td style="height:29.7969px;">ORDER / header / Internal order text</td> <td style="height:29.7969px;">  
</td> </tr> <tr> <td>Delivery note</td> <td>ORDER / header / Delivery note</td> <td>  
</td> </tr> <tr> <td>Picking text</td> <td>ORDER / header / Picking text</td> <td>  
</td> </tr> </tbody> </table>

{{DDN-01@111#bkmrk-lieferung}}


##### Customer Offer Information

<table id="bkmrk-feld-recht-referenz--2" style="border-collapse:collapse;width:100%;height:148.984px;"><colgroup><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col><col style="width:33.3333%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Field</td> <td style="height:29.7969px;">Right</td> <td style="height:29.7969px;">Reference</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Customer Offer Number</td> <td style="height:29.7969px;">ORDER / header / Customer order number</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Contact</td> <td style="height:29.7969px;">ORDER / header / Select contact</td> <td style="height:29.7969px;">Contacts</td> </tr> <tr> <td>List of contents</td> <td>ORDER / header / List of contents</td> <td>  
</td> </tr> </tbody> </table>

{{DDN-01@111#bkmrk-zusammenfassung}}

##### Validation

A validation and recalculation of the order items takes place as soon as one of the following fields in the header is changed:

1. Type of quotation
2. Delivery date
3. Quotation date
4. Discount in %
 
<table id="bkmrk-zeitpunkt-typ-validi" style="width:100%;"> <thead> <tr> <td style="width:11.7998%;">Time</td> <td style="width:10.9598%;">Type</td> <td style="width:66.1559%;">Validation</td> <td style="width:11.0846%;">Display</td> </tr> </thead> <tbody> <tr> <td style="width:11.7998%;">Creation</td> <td style="width:10.9598%;">Blocked</td> <td style="width:66.1559%;">Create quotation not possible! The customer has an order block. &lt;code Order block&gt;</td> <td style="width:11.0846%;">Popup</td> </tr> <tr> <td style="width:11.7998%;">Completion</td> <td style="width:10.9598%;">Warning</td> <td style="width:66.1559%;">

1. Minimum order value not reached.
2. Credit limit exceeded.
3. Minimum order value not reached.
 
 </td> <td style="width:11.0846%;">Message</td> </tr> <tr> <td style="width:11.7998%;">Completion</td> <td style="width:10.9598%;">Blocked</td> <td style="width:66.1559%;">

1. Delivery date not possible.
2. No type of quotation specified.
3. Quotation date is in the future.
4. Delivery address incorrect.
5. Delivery address no longer exists.
6. Postal code incorrect.
7. Minimum order value not reached.
8. No Customer Offer Number specified.
9. No delivery point specified.
10. No delivery date specified.
11. Delivery date is before order date.
12. No quotation completion for prospects.
 
 </td> <td style="width:11.0846%;">Message</td> </tr> <tr> <td style="width:11.7998%;">Completion with order split</td> <td style="width:10.9598%;">Enquiry</td> <td style="width:66.1559%;">You have items from several clients in this quotation. To proceed to the next step, the quotations must first be split. Would you like to perform the quotation split now?</td> <td style="width:11.0846%;">Popup</td> </tr> </tbody> </table>

##### Action buttons

<table id="bkmrk-name-funktion-sichtb"><colgroup><col></col><col></col><col></col></colgroup> <thead> <tr> <td>Name</td> <td>Function</td> <td>Visibility</td> </tr> </thead> <tbody> <tr> <td>Save</td> <td>Saves the quotation. The quotation can be further edited later but cannot yet be sent.</td> <td>Directly when creating the quotation or when clicking the pencil in the quotation mask.</td> </tr> <tr> <td>Complete</td> <td>Saves the quotation and sets the status to Completed. The quotation can be selected and sent in Data Transfer.</td> <td>When clicking "Complete" in the quotation mask.</td> </tr> <tr> <td>Send</td> <td>The quotation is completed and the dispatch of this quotation is executed immediately.</td> <td>When clicking "Complete" in the quotation mask.</td> </tr> <tr> <td>Transfer to another device</td> <td>Transfers the quotation to another device of the employee.</td> <td>If you have clicked Save in the quotation mask and the employee has multiple devices assigned.</td> </tr> </tbody> </table>

<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

</details>