Rejection of quotations

Reject a quotation with a reason and craete a new chance

This module starts from the quotation a wizard where you cancel the quotation with a reason. You can create a copy of the current quotation for a new where the old one is the origin.

You keep copies of quotations which are rejected by the customer
The quotations whithin the list of quotations are clean
You can follow the quotation proces and replay them, because each next quotation has a origin

Reject a quotation

Go the a quotation which you want to reject.
Start the wizard by pressing the button reject sale.
Provide a reason of the rejection and check the option create a new quotation if you want to create a new one
Press the submit button.

Fill in the reason and create a follow up quotation.JPG — Fill in the reason and create a follow up quotation

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This module is maintained by OntwikkelingInEenvoud

We are helping companies in the Netherlands to develop with simplicity