CRM › Order to Cash
Selling
Quote to cash: quotation, order, delivery, shipment — each stamped with the location and warehouse it belongs to.
In CRM → Order to Cash · 6 screens
ViewQuotationsOpenViewSales OrdersOpenViewDeliveriesOpenRecordsShipmentsOpenViewQuotation ApprovalsEvery signature a quotation is waiting for, in the order they are collected. A quotation is sent to the customer only once every level has approved.OpenRecordsQuotation Approval RulesWhich quotations an approver has to check before they go to the customer, and who. A quotation a rule covers cannot be sent, or turned into an order, until every approver has signed; one no rule covers is sent as it always was.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Quotations | Read-only list | 12 | 0 | 5 | |
| Sales Orders | Read-only list | 13 | 0 | 8 | |
| Deliveries | Read-only list | 10 | 0 | 4 | |
| Shipments | List | 9 | 6 | 2 | |
| Quotation Approvals | Read-only list | Every signature a quotation is waiting for, in the order they are collected. A quotation is sent to the customer only once every level has approved. | 15 | 0 | 2 |
| Quotation Approval Rules | List | Which quotations an approver has to check before they go to the customer, and who. A quotation a rule covers cannot be sent, or turned into an order, until every approver has signed; one no rule covers is sent as it always was. | 14 | 14 | 0 |