Quotation header

Title 
Widget 
Widget description   
 
 
Create quotation 
 
  
 
Click: Opens the new quotation header 
  
Available
        a. Customer details    
General
Header
 
Shows the number of items and the total quantity (items | total quantity) 
The exclamation mark is shown in red if there is a special feature with the quotation, e.g. delivery block. 
 
Contains additional quotation-related information 
Click: Opens the information   
Form
Quotation
 
 
 
Field 
Right 
Reference   
 
 
Type of quotation 
ORDER / header / Types of orders 
Code table: DeDeSales Type of order  
 
Order type 
ORDER / header / Order type 
Code table: Order type  
 
Delivery date 
ORDER / header / Date of delivery 
  
 
Quotation valid until 
ORDER / header / Fixed value date 
  
 
Offer Confirmation 
ORDER / header / Order confirmation 
  
 
Incoterms 
ORDER / header / Incoterms 
Code table: Incoterms  
 
Quotation date 
ORDER / header / Date of order can be freely changed by employee 
  
 
Discount in % 
ORDER / header / Order discount 
  
 
Terms of payment 
ORDER / header / Terms of payment 
Code table: Terms of payment  
 
Method of payment 
ORDER / header / Method of payment 
Code table: Method of payment  
 
Freight costs 
ORDER / header / Show freight cost selection 
  
 
Campaign 
ORDER / header / Campaigns 
Campaigns   
Offer Information
 
 
 
Field 
Right 
Reference   
 
 
Offer Information external 
ORDER / header / External order text 
  
 
Offer Information internal 
ORDER / header / Internal order text 
  
 
Delivery note 
ORDER / header / Delivery note 
  
 
Picking text 
ORDER / header / Picking text 
   
{{DDN-01@111#bkmrk-lieferung}}
Customer Offer Information
 
 
 
Field 
Right 
Reference   
 
 
Customer Offer Number 
ORDER / header / Customer order number 
  
 
Contact 
ORDER / header / Select contact 
Contacts  
 
List of contents 
ORDER / header / List of contents 
   
{{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:
 
Type of quotation 
Delivery date 
Quotation date 
Discount in % 
 
 
 
Time 
Type 
Validation 
Display   
 
 
Creation 
Blocked 
Create quotation not possible! The customer has an order block. <code Order block> 
Popup  
 
Completion 
Warning 
 
 
Minimum order value not reached. 
Credit limit exceeded.
 
Minimum order value not reached.   
Message  
 
Completion 
Blocked 
 
 
Delivery date not possible. 
No type of quotation specified. 
Quotation date is in the future. 
Delivery address incorrect. 
Delivery address no longer exists. 
Postal code incorrect. 
Minimum order value not reached. 
No Customer Offer Number specified. 
No delivery point specified. 
No delivery date specified. 
Delivery date is before order date. 
No quotation completion for prospects.
   
Message  
 
Completion with order split 
Enquiry 
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? 
Popup   
Action buttons
 
 
 
Name 
Function 
Visibility   
 
 
Save 
Saves the quotation. The quotation can be further edited later but cannot yet be sent. 
Directly when creating the quotation or when clicking the pencil in the quotation mask.  
 
Complete 
Saves the quotation and sets the status to Completed. The quotation can be selected and sent in Data Transfer. 
When clicking "Complete" in the quotation mask.  
 
Send 
The quotation is completed and the dispatch of this quotation is executed immediately. 
When clicking "Complete" in the quotation mask.  
 
Transfer to another device 
Transfers the quotation to another device of the employee. 
If you have clicked Save in the quotation mask and the employee has multiple devices assigned.   
 
FAQ 
  
 
Release