Creation
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1. Open .
Click Create partner to create a new partner.
Once you've selected the customer, you can select a contact person on the customer side.
Select My Products if you want to select one of the products you created previously.
If the selected product has variations, a dropdown with a list of variations will appear below the product selection dropdown. In this dropdown, you can choose the variation to be added to the document.
If the selected product has related products, the next step is to choose the related products you want to add to the document.
4.2. Specify quantity and price.
Activate Add discount to specify a discount for the position.
5.1. Specify payment terms.
Select Prepayment if you want to receive payment before shipping the products.
Select Subsequent payment if you allow products to be shipped before payment.
5.2. Select the payment method.
Click Activate sconto if you want motivate your customer to pay the invoice faster.
Once you've activated the sconto you need to specify the sconto rate and period.
5.3. Specify the billing address.
You need to specify the billing address manually only if you have selected the general partner or the existing customer doesn't have the billing address in the profile.
6.1. Select the delivery method.
If you select the delivery method, you can specify the estimated delivery date, address, and costs.
This date is used as the target delivery date in the outgoing delivery.
Activate Partial shipment if you allow products to be shipped in multiple shipments.
You need to specify the delivery address manually only if you have selected the general partner or the existing customer doesn't have the delivery address in the profile.
Activate Specify delivery costs if you want to add delivery costs to the offer.
Select Recipient if you want your customer to pay the delivery costs. In this case, the delivery costs will be shown on the offer and added as an additional position to the invoice.
Select Sender if you want to cover the delivery costs. In this case, the delivery costs will reduce your margin.
Activate Insured delivery if you want to specify shipping insurance costs.
If you have selected the Pickup method, you can specify the pickup address.
You can choose which price list will be used to determine the prices for this document.
Activate the option Specify the e-mail text to set the text that will be displayed in e-mails. You can save the specified text as a template.
This is the e-mail of your customer and is taken from the business partner details.
Select Automatic if you want to send an offer e-mail as soon as an offer is created. Select Manually if you want to send an offer e-mail manually.
Select Automatic if you want to send an order confirmation e-mail just after an offer has been accepted. Select Manually if you want to send an order confirmation e-mail e-mail manually.
Select Automatic if you want to send an invoice e-mail just after an offer has been accepted. Select Manually if you want to send an invoice e-mail manually.
Select Automatic if you want to send a delivery e-mail just after an offer has been accepted. Select Manually if you want to send a delivery e-mail manually.
Select the language for this offer.
Select Upon acceptance if you want a sales order to be created automatically upon the offer acceptance. Select Manually if you want to create a sales order manually.
Select Automatic if you want an invoice to be created automatically upon the offer acceptance. Select Manually if you want to create an outgoing invoice manually.
Select Automatic if you want an invoice to be created automatically depending on the following settings:
Select open sales order if you want an invoice to be created automatically as soon as a sales order has been created.
Select packed-up delivery if you want an invoice to be created automatically as soon as goods are sent.
You can also select the positions contained in the outgoing invoice:
Select all positions to create an invoice with all positions from the offer.
Select only delivered products to create an invoice with positions contained in the delivery.
Select Manually if you want to create an outgoing invoice manually.
Select Automatic if you want an outgoing delivery to be created automatically depending on the following settings:
Select open sales order if you want an outgoing delivery to be created automatically as soon as a sales order has been created.
Select paid invoice if you want to receive money before sending products.
Select Manually if you want to create an outgoing delivery manually.
You can add texts to the offer that will be displayed on the PDF. To add text, follow these steps:
Click Text at the top.
Select the text placement:
Select above to display the text before the line items.
Select below to display the text at the end of the document.
If you place the text above, you can specify a subject.
Enter the text.
Click Add.
You can also save the text as a template for future use. To do this:
Enter the text.
Enter a template name.
Once the template is saved, you can select it from the drop-down templates.
The added remark appears on the offer and is visible to your customer.
You can specify a Reference Number that will be displayed in the document header. To do this:
Click on Document Details.
Enter the Reference Number.
Use templates to create offers faster.
2. Select the template.
Once you've selected the template, you'll see the data from the template.
2. Click Create offer
3. Click Customer
Select a if you don't want to create a .
4. Click Add position
4.1. Select the .
Select if you don't want to create a in Runple.
Please note: only are available in the General products list.
Select Create product if you want to create a new .
4.3. Click Add position
5. Click Billing
6. Click Delivery
7. Click Create to create an offer
Activate Reverse charge/intra-community delivery if you want to sell or abroad without VAT.
This option is activated automatically once you choose a from another country and if you've entered a VAT number for this partner.
If necessary, you can select a
Sales order creation is available only when the Inventory management module is .
Click on the Save icon
Click Save
Click Add remark if you want to share additional information with your customer.
Click Done
1. Click Use template
Click Cancel to return to the data you entered manually.
3. Click Apply to apply the template.
