In Winner Bizz, users can create and exports reports in various components, for example, Sales, Purchases and Logistics. In some Sales reports, users can choose to filter data by Sales status. This article will go through the 5 existing sales status.
Note: The report will show you all the alternatives with the corresponding sales status according to the filter chosen, for example, time period or salesperson.
New
The sales status New shows all the alternatives created that do not have a quotation sent.
Open quotations
Sales status Open quotations shows alternatives with the status:
- Quotation sent
- Sales contract sent (if the Workflow step Sign sales contract is activated)
Sold quotations
Sales status Sold quotations shows alternatives with the status:
- Sales contract signed (if the Workflow step Sign sales contract is activated)
- Sales contract sent (If the Workflow step Sign sales contract is NOT activated)
- Approve for order
- Modified sales contract requested
- Contract confirmation sent (if the Workflow step Print contract confirmation is activated)
Order confirmed
The Sales status Order confirmed shows alternatives with the status:
- Contract confirmation sent (if the Workflow step Print contract confirmation is activated)
- Contract confirmation signed (if the Workflow step Sign contract confirmation is activated)
Order control
This Sales status includes the alternatives with the status Order controlled and only concerns users that have activated the corresponding Workflow step.
Note: For more information, see How to activate the Customer Order Control function and Follow the statistics.
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