Offer settings

Here, you can set the offer settings that will be used by default when creating an offer.

Payment information

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.

Select the payment method.

Delivery information

Select the delivery method.

Partial shipment

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

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

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.

Sales order 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.

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.

Reset

Click to revert to the default settings.