In business transactions, a detailed offer from the seller, which includes prices, delivery dates and terms of payment contains.
An offer is not a legally binding document.
The quotation is the first stage of the sales document chain in SAP Business One. It includes the document sequence: Quotation → Customer order → Delivery → Returns enquiry → Returns.
Functions and significance:
- Most important document stage in the pre-sales phase, supported by the module opportunities.
- Offers can be made directly from the Business partner master data-window can be created.
- Interested parties only have authorisations for offers, orders and opportunities.
- Possibility to transfer closed offers to target documents.
- Quotations are the basis for the valuation of sales.
Offer details:
- Offer date: Delivery date specified by the supplier.
- Offer quantity: May deviate from the required quantity.
- Unit price: Article price offered by the supplier.
Management and analysis:
- Direct input or copy from existing Enquiries possible.
- Conditions can be defined for the entire offer or individual items.
- Report Supplier enquiry comparison supports the comparison of offers.
- Analysis of success rates by salesperson or salesperson group.
These functions enable efficient management and optimisation of the quotation process.
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