Offers and Orders

If you submit an offer to a customer, you can save the offer in Aurea CRM web.

Offers (and orders) consist of a "header record" that contains data relating to the entire offer (e.g. offer number, currency etc.), and item records that contain data concerning the individual items in the offer.

If a customer places an order, you can copy the offer’s data to an order.

Aurea CRM web allows you to:

• Add offers from a company or opportunity participants.
• Copy data from offers to orders, or add orders directly.
• Access the item master when adding items to offers and orders.
• Add offer items using the quick add function.
• Manage the companies and persons involved.
• Automatically calculate the value of offers/orders based on the items entered.
• Automatic pricing based on price lists and conditions.
• Enter special offers with special conditions for various quantities.
• Use listings in conjunction with the quick add function.
• Enter information on how items in offers affect stocks and automatically update stocks when adding orders.
• Choose the delivery address (Aurea CRM win only).

The following additional function is available when adding orders:

• Analyze orders per item and rep.
• Enter the delivery date for orders.