In Winner, Quotation Acceptance is a stage in the Quote and Order process which is accessed at Project level. It follows after the quotation stage, see What does 'Quotation sent' mean?
For a step-by-step guide, see Order: Processing an Order.
Quotation Acceptance
At Project level, click the Quotation Acceptance drop-down menu and the users will have the following options:
- Print sales contract
- Export sales contract (ASCII)
Note! This module is onyl available to users with the ASCII extension module. - Cancel quotation acceptance
Note: This option is only available after a user has printed the sales contract, exported the sales contract or set the 'Approved for order' date. - Set 'Approved for order' date
- Details
Print sales contract
Selecting Print sales contract will print the sales contract and set the status of the alternative to Sales contract sent. Entering a date in the Approved for order field in the Input date window will also set the status of the alternative to Approved for order.
For more information, see Printing: Print sales contract.
Export sales contract (ASCII)
Note! This option is only available to users with with the ASCII extension module.
Selecting Export sales contract (ASCII) will export the sales contract as an ASCII file and set the status of the alternative to Sales contract sent. Entering a date in the Approved for order field in the Input date window will also set the status of the alternative to Approved for order.
For more information, see Export documents as an ASCII file.
Cancel quotation acceptance
Selecting Cancel quotation acceptance will open the Reset the quotation's status window. Here users can:
- Select the Reset status for 'Approved for order', `Sales contract sent' and 'Quotation sent' status field to reset the Approved for order, Sales contract sent and Quotation sent status.
- Select the Reset status for 'Approved for order' and 'Sales contract sent' status field to reset the Approved for order and Sales contract sent status.
- Select the Reset status for 'Approved for order' field to reset the Approved for order status.
- Untick Reset order no. to the retain the order number.
- Untick Reset requested delivery date to retain the customer’s requested delivery date.
Set 'Approved for order' date
Selecting Set 'Approved for order' date will open the Input date window. Here users can select a date if they did not input one when printing or exporting the sales contract. The status of the alternative will be set to Sales contract sent and Approved for order.
Details
Selecting Details opens the Alternative properties window or Combined quotation properties window; dependent on what kind of quotation the user has chosen. Here users can view and make changes to the quotation settings, such as the delivery address.
Related articles
What does 'Quotation sent' mean?