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189 lines
9.5 KiB
189 lines
9.5 KiB
<section class="oe_container">
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<div class="oe_row oe_spaced">
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<h2 class="oe_slogan">Quotation Revised History</h2>
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<h3 class="oe_slogan">Retrieve the History of Revised Quotations</h3>
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<h4 class="oe_slogan">Author : Cybrosys Techno Solutions , www.cybrosys.com</h4>
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<div>
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<h4><p>Features:</p></h4>
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<ul>
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<li style="list-style:none !important;"><span style="color:green;"> ☑</span> Retrieve the history of revised quotations.</li>
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<li style="list-style:none !important;"><span style="color:green;"> ☑</span> Automatically set expiration date for quotation.</li>
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<li style="list-style:none !important;"><span style="color:green;"> ☑</span> Email template contains the expiration date.</li>
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</ul>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<h3 class="oe_slogan">Quotation in "Quotation Sent" state</h3>
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<div class="oe_row oe_spaced">
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<div class="oe_span12">
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<div class="oe_row_img oe_centered">
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<img class="oe_picture oe_screenshot" src="sent state.png">
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</div>
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</div>
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<div class="oe_span12">
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<p class="oe_mt32">
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The clients will require negotiations whenever we sent a quotation to them.In such cases we need to edit the Quotation's order lines.
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We have included the 'Revise the Quotation' button for it. The order lines can be edited by a click on this button.
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At the same time a history or copy of the quotation will also be generated automatically.We can track the history using the smart buttons.
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</p>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<h3 class="oe_slogan">Quotation in "Revised Quotation" state</h3>
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<div class="oe_row oe_spaced">
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<div class="oe_span12">
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<div class="oe_row_img oe_centered">
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<img class="oe_picture oe_screenshot" src="revised state.png">
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</div>
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</div>
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<div class="oe_span12">
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<p class="oe_mt32">
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In the Revised Quotation state, we can edit the order lines and resent to the client.
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<p>Quotation Sent ---> Revised Quotation ---> Quotation Sent</p>
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<p>The smart button on the top right of the form will provide the entire revised history of quotation.
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The revised quotation will be indicated by a change in name format as (initial name/R1) in a recurring manner.</p>
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</p>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<div class="oe_span6">
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<div class="oe_demo oe_picture oe_screenshot">
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<img src="sent state not editable.png">
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</div>
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<p class="oe_mt32">
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<p>In the Quotation Sent state we can't edit the Order lines. When we need to revise just click on
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the "Revise the Quotation" button.</p>
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</p>
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</div>
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<div class="oe_span6">
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<div class="oe_demo oe_picture oe_screenshot">
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<img src="editable line.png">
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</div>
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<p class="oe_mt32">
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<p>In the Revised Quotation state we can edit the order lines and resend it through mail or
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take print out with new order lines.</p>
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</p>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<h3 class="oe_slogan">Quotation History</h3>
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<div class="oe_row oe_spaced">
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<p>
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<ul>
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<li>Smart button redirect you to the Quotation History.</li>
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</ul>
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<ul>
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<li>Tree view of the Revised Quotations of the particular parent quotation.</li>
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</ul>
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</p>
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</div>
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<div class="oe_row oe_spaced">
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<div class="oe_span12">
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<div class="oe_row_img oe_centered">
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<img class="oe_picture oe_screenshot" src="revised tree.png">
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</div>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<h3 class="oe_slogan">Quotation in "Revised" state</h3>
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<div class="oe_row oe_spaced">
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<div class="oe_span12">
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<div class="oe_row_img oe_centered">
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<img class="oe_picture oe_screenshot" src="revised form view.png">
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</div>
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</div>
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<div class="oe_span12">
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<p class="oe_mt32">
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In this state we can't edit anything, it's just for a view.
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</p>
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</div>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<div class="oe_row oe_spaced">
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<h3 class="oe_slogan">Quotation Email template</h3>
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<div class="oe_span12">
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<div class="oe_row_img oe_centered">
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<img class="oe_picture oe_screenshot" src="email template.png">
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</div>
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</div>
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<div class="oe_span12">
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<p class="oe_mt32">
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If we gave expiration date then it will mention in the Email
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</p>
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</div>
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</div>
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</section>
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<section class="oe_container oe_dark">
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<div class="oe_row oe_spaced">
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<h3 class="oe_slogan">Quotations & Sales Settings</h3>
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<div class="oe_span12">
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<div class="oe_row_img oe_centered">
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<img class="oe_picture oe_screenshot" src="settings.png">
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</div>
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</div>
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<div class="oe_span12">
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<p class="oe_mt32">
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Sales --> Configuration --> Settings ---> Quotations & Sales --> Expiration Date
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</p>
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<p>
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Every quotations have a expiration date which we set manually.On configuring the above shown settings we can
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automatically set the expiration date very easily.
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<p>No Expiration date: No changes(we have to set the date manually)</p>
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<p>Default 14 days: The expiration date calculated from Quotation Creation Date or form Quotation Sent Date is set for 14 days.</p>
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<p>Created as company rule: The quotation will expire as per the custom days set by user from Quotation Creation Date or from the Quotation Sent Date . </p>
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</p>
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<p>Expiration Date Calculated From : Choose either of the two, Quotation Creation Date or Quotation Sent Date</p>
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</div>
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</div>
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</section>
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<section class="oe_container">
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<h2 class="oe_slogan" style="margin-top:20px;" >Need Any Help?</h2>
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<div class="oe_slogan" style="margin-top:10px !important;">
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<div>
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<a class="btn btn-primary btn-lg mt8"
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style="color: #FFFFFF !important;border-radius: 0;" href="http://www.cybrosys.com"><i
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class="fa fa-envelope"></i> Email </a> <a
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
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href="http://www.cybrosys.com/contact/"><i
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class="fa fa-phone"></i> Contact Us </a> <a
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class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;border-radius: 0;"
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href="http://www.cybrosys.com/odoo-customization-and-installation/"><i
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class="fa fa-check-square"></i> Request Customization </a>
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</div>
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<br>
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<img src="cybro_logo.png" style="width: 190px; margin-bottom: 20px;" class="center-block">
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<div>
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<a href="https://twitter.com/cybrosys" target="_blank"><i class="fa fa-2x fa-twitter" style="color:white;background: #00a0d1;width:35px;"></i></a></td>
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<a href="https://www.linkedin.com/company/cybrosys-technologies-pvt-ltd" target="_blank"><i class="fa fa-2x fa-linkedin" style="color:white;background: #31a3d6;width:35px;padding-left: 3px;"></i></a></td>
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<a href="https://www.facebook.com/cybrosystechnologies" target="_blank"><i class="fa fa-2x fa-facebook" style="color:white;background: #3b5998;width:35px;padding-left: 8px;"></i></a></td>
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<a href="https://plus.google.com/106641282743045431892/about" target="_blank"><i class="fa fa-2x fa-google-plus" style="color:white;background: #c53c2c;width:35px;padding-left: 3px;"></i></a></td>
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<a href="https://in.pinterest.com/cybrosys" target="_blank"><i class="fa fa-2x fa-pinterest" style="color:white;background: #ac0f18;width:35px;padding-left: 3px;"></i></a></td>
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</div>
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</div>
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</section>
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