CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
In our market, the Mark Won and Mark Lost happens after the quotation has been sent to the customer, and they confirm which lines of the quote we have won and which we have lost.
Is there a way to mark which quotation lines were lost, and which were won?
It appears to me I need to delete the lost quotation line from the quote before confirming the sale. If I do this I won't be able to see what items I have quoted on for my various customers (and lost to my competitors). Alternatively, a customer may confirm line item #1 but not item #2, so I delete #2 and convert the quote into a Sales Order. Then 2 weeks later my customer confirms the #2 item, but references the original quotation.
I see there's a Won/Lost under saved sales opportunities (form view), but at that point the customer has sent us his RFQ (Request For Quotation) but has not received any pricing back from us. It seems out of order for our process (for both our contract manufacturing division, and our project/engineering division).
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|Asked: 11/8/13, 2:40 PM|
|Seen: 1194 times|
|Last updated: 3/16/15, 8:10 AM|