Creation

1. Open offers.

2. Click Create offer

Customer

3. Click Customer

Click Create partner to create a new partner.

Select a general partner if you don't want to create a business partner.

Once you've selected the customer, you can select a contact person on the customer side.

Positions

4. Click Add position

4.1. Select the product.

Select My Products if you want to select one of the products you created previously.

Select General Products if you don't want to create a product in Runple.

Please note: only Services are available in the General products list.

Select Create product if you want to create a new product.

Adding variations

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.

Related products

If the selected product has related products, the next step is to choose the related products you want to add to the document.

If a related product is marked as mandatory in the product card, you won’t be able to deactivate it when adding positions, and it will be included automatically.

Optional related products can be removed at any time without affecting the main product. Mandatory related products, however, are edited and removed together with the main product.

4.2. Specify quantity and price.

If the margin is shown as N/A, it means that the selected product has no purchase price.

Discount

Activate Add discount to specify a discount for the position.

4.3. Click Add position

Billing details

5. Click Billing

5.1. Specify payment terms.

Prepayment

Select Prepayment if you want to receive payment before shipping the products.

Subsequent payment

Select Subsequent payment if you allow products to be shipped before payment.

The selected option affects the outgoing invoice and delivery creation settings.

5.2. Select the payment method.

Sconto

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.

Once you've selected the customer, the billing address is automatically taken from the customer profile.

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.

Delivery

You need to specify delivery details only if you've added physical goods to the offer. Otherwise, this section will not be available.

6. Click Delivery

6.1. Select the delivery method.

Delivery

If you select the delivery method, you can specify the estimated delivery date, address, and costs.

Delivery date

This date is used as the target delivery date in the outgoing delivery.

Partial shipment

Activate Partial shipment if you allow products to be shipped in multiple shipments.

Delivery address

Once you've selected the customer, the delivery address is automatically taken from the customer profile.

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.

Delivery and insurance costs

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.

Pickup

If you have selected the Pickup method, you can specify the pickup address.

Your company address will be used as a default pickup address.

If you have an active Inventory management module, your warehouse's address will be the default pickup address.

7. Click Create to create an offer

Properties

Issue date

If you leave this field empty, the issue date will be automatically filled in with the offer creation date.

Reverse charge/intra-community delivery

Activate Reverse charge/intra-community delivery if you want to sell goods or services abroad without VAT.

This option is activated automatically once you choose a business partner from another country and if you've entered a VAT number for this partner.

Cost center

If necessary, you can select a cost center.

Price list

You can choose which price list will be used to determine the prices for this document.

If a price list is selected at the business partner level, that price list will be automatically used for the document when selecting the business partner.

E-Mail

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.

Contact email

This is the e-mail of your customer and is taken from the business partner details.

The e-mail status is based on the contact e-mail. If you send an e-mail to a different e-mail address than the contact e-mail, the e-mail status will not be updated.

Offer e-mail

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.

Order confirmation e-mail

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.

The order confirmation e-mail is available if you use inventory management only.

Invoice e-mail

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.

Delivery e-mail

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.

The delivery e-mail is available if you use inventory management only.

Document

Select the language for this offer.

Creating linked documents

Sales order

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.

Sales order creation is available only when the Inventory management module is active.

Outgoing invoice

Outgoing invoice without inventory management

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.

Outgoing invoice with inventory management

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.

Outgoing delivery

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.

Creating an outgoing delivery is available only when the inventory management module is active.

Texts

You can add texts to the offer that will be displayed on the PDF. To add text, follow these steps:

  1. Click Text at the top.

  2. 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.

  3. Enter the text.

  4. Click Add.

You can also save the text as a template for future use. To do this:

  1. Enter the text.

  2. Click on the Save icon

  3. Enter a template name.

  4. Click Save

Once the template is saved, you can select it from the drop-down templates.

Printable remark

Click Add remark if you want to share additional information with your customer.

The added remark appears on the offer and is visible to your customer.

Reference number

You can specify a Reference Number that will be displayed in the document header. To do this:

  1. Click on Document Details.

  2. Enter the Reference Number.

  3. Click Done

The specified Reference Number will be transferred to documents created based on the outgoing invoice for linked documents.

Using templates

Use templates to create offers faster.

1. Click Use template

2. Select the template.

Once you've selected the template, you'll see the data from the template.

Click Cancel to return to the data you entered manually.

3. Click Apply to apply the template.

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