Projects/Quotations/Functional Documentation
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Overview
Sales Quotation is not a type of sales order. Quotation should be a separate document with a separate document type and numbering. When converted to a Sales Order it should persist in the system (the quotation should not be over written)
Purpose
Up to now Openbravo allows to create Quotations but once it is approved and a sales order needs to be created based on this you lose the quotation document because it becomes a sales order. In short the quotation is no longer in the system but the sales order. This project will modify the way quotations can be created. Quotations will have different stages and finally when the sales order is created, the quotation will be present in the system. Both documents will be linked This development involves WebPOS and ERP
Scope
Core
- New window named Quotation, similar to sales order window. In this window you will only see records where the document type is defined as quotation
- Have a button with “Convert into Sales Order” and that then creates a Sales Order document (in Draft status)
- Go to Sales Order and “Create from Quotation”. Should maintain an audit trail between Quotation and Order. Quotation should be marked as Closed - Converted once it is converted to Order. Should provide a configuration option to either allow the order to be editable or not (when created from a Quotation). Key point is to avoid partial conversion of quote to order
- When creating the sales order the system must allow to decide whether prices should be updated when creating the SO or prices in the quotation must be used
- The type of Sales Order created from a Quotation should be configurable in the Quotation document type
- Quotation should have meaningful workflow:
- Draft: the sales person is still working on the quotation which is work in progress
- Under evaluation: the quotation is complete and it has been presented to the customer - document is read only but can be set back into status Draft
- Closed - Converted: instead of completed, document is frozen
- Closed - Rejected: customer didn’t accept the offer
- New field: Reason of rejection: User will be able to define the reasons
- Widget: it will show the % of Quotations (based on amounts) which have been turned into SO
- Place Holder Business Partner with status or “Prospect” (based on a Prospect Default template). When a quotation is converted to an order the status of the business partner is changed from prospect to customer. Prospect should only require minimum information
- Should be possible to quote product to a prospect without the prospect being associated to a price list.
WebPOS
- Ability to create quotations. To print or send by email only from the backoffice
- Ability to search for a quotation (created in the store) by different criteria:
- Customer
- Document number
- Status
- Date
- Won't be available in off-line mode
- Ability to decide whether prices should be updated when creating the SO or prices in the quotation must be used.
Functional Requirements - WebPOS
Business process definition
- Initial window
- Ability to select the Quotation option in the menu
- Once it is selected a new Quotation