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leads in the sales quotation in SAP Business One

LEADS IN THE SALES QUOTATION AND SALES ORDER IN SAP B1

leads sales quotation

 

 

Leads in the sales quotation and sales order and invoice:

Let us take a look at using leads in sales documents in a typical business scenario.

A potential customer requests a quote for a personal computer with accessories.

We enter lead master data, items and quantities in a quotation.

The sales quotation acts as an offer to the prospect for specific goods at a specific price. The pricing for this item associated with the lead is automatically determined. We decide to give this potential customer an additional discount so we enter a manual discount of 1% into the quotation.

If the prospective customer decides to order the items, we copy the quotation to a sales order. All the information: the lead master data, the item, the pricing including the manual discount, is copied into the sales order. The lead can be converted to a customer now, for the sales order, or at the point of the delivery.

Get started today.

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