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This page offers information on |
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converting an Offer to an Order in the BSS portal |
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Reviewing and sending an Offer
An offer is typically created by a distributor for an (existing or new) customer, outlining specific services the customer is interested in purchasing at a fair price.
Once the offer is drafted, the BSS user can select it from the Offers List, and navigate to the Print-out section on the left sidebar to choose Draft print-out or Order Template to review how the offer looks, before sharing it with their customer.
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Draft print-out
The Draft print-out option allows users to view multiple types of information, all in one place.
After clicking Draft Print-out from the left sidebar in the Shortcuts menu, a pop-up window will appear displaying the Print-out Parameters. Here, you can manage the contents of the print-out.
Select All to include all available information, or check the boxes for the specific details you wish to include in your print-out.
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Once the parameters are set, you may choose View PDF to download a file to your computer, or Display to view the print-out in a new browser window.
Alternatively, click Cancel to close the pop-up window and return to the previous menu.
Offer Template
An Offer Template is a ready-made format used to create offers for customers.
It's recommended to customize your Offer Template to align with your company’s brand image and specifications.
To edit the Offer Template, enter Setup mode by clicking Enter Setup in the top right corner, where you can adjust the template’s conditions and design.
Once the Offer Template is set up, every new offer will automatically adjust to include the correct branding, products, items, and billing details, based on the BSS user’s settings.
To view the template for a specific offer, select the offer, and from the Print-out section on the left sidebar, click Offer Template.
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A new pop-up window will appear with the appropriate template filled-out.
In this section, you can further customize the Offer template using the following dropdown options:
Language → Choose the language of the displayed information.
Display offer line comments (Yes/No) → Choose whether to include the offer line comments (if any).
Display product characteristics (Yes/No) → Choose whether to include further product details.
Display order characteristics (Yes/No) → Choose whether to include further order details.
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Then, you can choose one of the following options:
Save as → Choose Local File to download a PDF with the Offer template to your computer, or File in BSS to save your file within the system.
View as → Choose to view the offer as an online PDF file or in HTML format.
If you choose PDF, you will also get the option to download
or print 
the file from the menu on the top right corner. Send via email → Send the offer directly to yourself or your customer via email.
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Please note, You must have an active email account configured to use this action. |
Refresh prin-out → Click to refresh the print-out contents, to review any recent updates or changes.
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, after the customer’s approval. |
Converting an Offer to a new Order
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When the offer is accepted and signed by the customer, then the BSS user can now proceed with changing manually the offer’s status from In Progress to Accepted and then begin converting the offer to an actual order based on the products and prices that were specified inside the offer.
To convert an accepted offer to an order, the BSS user has to just click on the Convert to Order button located at the Shortcuts options.
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Once the aforementioned button is clicked, the offer is turned automatically to an order with the exact data in terms of basic information, products, quantities, prices, and possible discounts and price lists (whenever applicable), while the BSS user is redirected to the Order view page.
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From this point onwards, the BSS user can either fine-tune the order before executing it, by clicking on the Edit button of the order, or directly execute the order by clicking on the Execute Order button located at the Shortcuts menu.
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Remember, Draft orders cannot be edited or executed. For more information about Orders, please check the Orders page. |
You can check the following pages for more information on creating, viewing, adding order items, editing the template, and managing offer statuses.
➡️ https://interworkscloud.atlassian.
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Table of Contents
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net/wiki/spaces/ICPD/pages/edit-v2/1286406479
➡️ https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/edit-v2/1408761966