Quotations

DMF 0202** SALES QUOTATIONS *

Important

This feature requires the feature flag Portail ventes Domain > Devis Label.

A quotation is a management object that details services or products and their prices. It is first used to inform the customer then becomes contractual once signed by the customer.

The management screen of quotations can be accessed from the Sales Portal in the Sales module > Quotations.

Reference

To search for a quotation and open it, refer to Searching for quotations.

When a quotation is opened, the header banner of the quotation is displayed at the top of the screen.

It contains the main information of the quotation and gives access to different views:

Item Description
Title line Displays the quotation number, and the customer's name and code.
Sub-title Displays the quotation company, the journal and the accounting period.
Color indicators

Displays the 3 color indicators set up on the customer record sheet.

Reference

For more information about color codes, see Applying color indicators.
Quotation state Displays the current state of the quotation: draft, validated, signed, order not signed, reviewed or archived.
Approvals summary

When approvals have been requested for a quotation, a summary of approvals is displayed: approval status, approvers, etc.

Reference

For more information on quotation approvals, refer to Managing approvals of a quotation.
Views

The screen of a quotation can be displayed in multiple different views, depending on the needs.

Click on the desired view to display the quotation in that view.

Reference

For more information on quotation views, refer to Managing views.
Amounts overview

Displays the following quotation amounts:

  • Recurring pre-tax total: Recurring and non-recurring pre-tax total amount of the quotation:
  • Costs: Total amount of costs of the quotation.
  • Margin: Percentage and amount of the margin. The amount of the margin corresponds to the Recurring pre-tax total minus Costs.

If the object currency is different from the company currency, a line is present below the Recurring pre-tax total amount in object currency and displays the amount in company currency. If the costs of the quotation are all in the object currency, the Costs and Margin amounts converted to the company currency are also displayed on the line.

The screen of a quotation can be displayed in multiple different views, depending on the needs.

Views are available on the left of the upper banner of the quotation:

View Description
Hierarchy

Allows you to display the Tree structure pane in order to manage the tree structure of the quotation.

Reference

For more information about managing the tree structure of the quotation, refer to Managing the Tree structure view of a quotation.
Table

Allows you to display quotation lines in a table, regardless of titles.

In that view, the Tree structure pane is not shown.

Tip

The Flat levels and Tree structure levels columns both display the path of the line in the tree structure. However, the behavior of the categorization is different:

  • Flat levels shows one category for each full path of the lines.
  • Tree structure levels shows one category for each title level. Lines located at the root of the quotation are not displayed in any category. Empty categories are not displayed. It is not possible to use > Expand all and Collapse all in that categorization.
Header

Allows you to display header information and the left pane that contains the following information:

  • General information;
  • Chorus information;
  • Linked documents;
  • Custom data.

Reference

For more information about managing the quotation Header view, refer to Managing the Header view of a quotation.