Quote Sales Agreement

Owned by Arna María Ólafsdóttir (Unlicensed)
Last updated: Aug 22, 2024 by Bjartey Sigurðardóttir
2 min read

Quote Sales Agreements can be used as a preliminary draft for delivery agreements (sales).

A Quote Sales Agreement is a type of an offer that is integrated with Delivery Agreements, pricing, and estimated costs tools. It allows the user to find the best possible price to offer to his customers.

 

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A role with a cue of Quote Sales Agreements

 

Process Flow

Quote Sales Agreements are a type of sales agreement and their process flow goes as follows:

Creating a Quote Sales Agreement

There are two ways to create a Quote Sales Agreement. One can either create a new agreement from the Quote Sales Agreement list or by copying an existing agreement.

Fill out Quote Purchase Agreement

The first step of the process would be to fill out the Quote Sales Agreement Header. The Header contains information on the customer, shipping terms and other information. Other sub-sections are optional to fill out and depend on the needs of each user. The following step is to fill out the Quote Sales Agreement Lines. The user is required to do so in order to sell the Trade Items.

Creating Deliveries

The user can either create a single Delivery Agreement or a Blanket Sales Agreement to create scheduled deliveries. The final step is to change the status of the Quote Sales Agreement.

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