Open offers
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Open offers are those for which you await a decision from the customer.
You can accept or decline the offer for your client.
1. Open an open offer.
2. Accept or decline the offer.
After the offer has been accepted, you can create an outgoing invoice or sales order from it.
To do it, you need:
2. Select Accepted.
3. Open the Offer for which you want to create an invoice or a sales order.
You can edit an open offer at any time.
Click Clone to create a new offer with the same information and positions.
Click save as template to create a template based on the selected offer.
Your customer can accept or decline an directly in the offer e-mail. You'll be notified once the customer has accepted or declined your offer.
а. Click Accept offer if your customer accepted the offer.
b. Click Decline if your customer declined the offer.
1. Open .
4. Click Create invoice or Creare sales order to create the needed document.
Sales order creation is available only when the Inventory management module is .
Click Edit to edit the offer.
Click More Actions to view the list of actions you can do with the open offer.
