Dispatching an Offer to the Customer
An offer is usually created by a distributor towards a customer (existing or new) and contains certain services that the customer is interested in purchasing at a fair price. Once the offer is created, the BSS user can click on the Offer Template Shortcuts option.
Once the new pop-up window loads with the offer, the BSS user can either click on the Save as button to locally save the offer to their computer and dispatch it to the customer via email or directly send it with an Email via the respective pop-up option or print it out.
It is advisable to have your Offer Template rebranded according to your company’s brand image and specifications.
Converting an Offer to an Order
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.
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.
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.
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, and managing offer statuses.