Sales step statuses

Alternatives set as New are alternatives with an existing design and / or quotation not sent to the client yet. You can find these alternatives in the In prospect section of your Project list. When a user sends a quotation to the client, the alternative automatically changes status to Quotation sent. 

Alternatives set as Quotation sent are alternatives with a quotation printed or sent to the client. You can find these alternatives in the In prospect section of your Project list. When the client agrees on the quotation and the salesperson prints or sends the client a sales contract, the alternative automatically changes status to Sales contract sent.

Sales contract sent

Alternatives set as Sales contract sent are alternatives with a sales contract printed or sent to the client. You can find these alternatives in the In Sales section of your Project list.

Sales contract signed

Alternatives set as Sales contract signed are alternatives with a signed sales contract. This step is triggered by the user by clicking on the sales step Sign sales contract. You can find these alternatives in the In Sales section of your Project list.

Note: This status is not a mandatory step. The following Workflow step must be activated first: Workflow settings > Sales > Sign sales contract.

Contract confirmation sent

Alternatives set as Contract confirmation sent are alternatives where a contract confirmation has been printed or sent to a client. This step is triggered automatically when a contract confirmation is printed or sent to the client. You can find these alternatives in the In Sales section of your Project list.

Note: This status is not a mandatory step. The following Workflow step must be activated first: Workflow settings > Sales > Print contract confirmation.

Contract confirmation signed

Alternatives set as Contract confirmation signed are alternatives with a signed contract confirmation. This step is triggered by the user by clicking on the sales step Sign contract confirmation. You can find these alternatives in the In Sales section of your Project list.

Note: This status is not a mandatory step. The following Workflow step must be activated first: Workflow settings > Sales > Sign contract confirmation.

Modified sales contract requested

Alternatives set as  Modified sales contract requested are alternatives where a modification of the sales contract is necessary. You can find these alternatives in the In Sales section of your Project list. This status is triggered when:

1. A delivery address change.
   
   
2. A VAT change.
   Note: For more information, see Changing the VAT profile configuration.
   
   
3. A contract amount change.
   
   
4. A payment calendar change.
   Note: For more information, see Invoicing & payment calendar.
   
   
5. A change in the design

Note: In the Workflow settings, under the Sales category, the user can activate the optional steps Sign modified sales contract, Print modified sales contract confirmation and Sign modified sales contract confirmation:

Approved for order

Alternatives set as Approved for order are alternatives set as Approve for order. You can find these alternatives in the In processing section of your Project list.

Note: For more information, see Getting Started: How to approve an order.

Send request to cancel order

Alternatives set as Send request to cancel order... are alternatives for which the order has already been placed but need to be cancelled. This step is triggered by the user by clicking on the sales step Send request to cancel order. You can find these alternatives in the In processing section of your Project list.

Customer order cancelled

Alternatives set as Customer order cancelled are alternatives for which the order has been cancelled. This status is set by selecting Sales step > Cancel order. You can find these alternatives in the In processing section of your Project list.

Order controlled

Alternatives set as  Order controlled are alternatives for which the order has been controlled. You can find these alternatives in the In processing section of your Project list.

Note: This step is not mandatory and can be deactivated in the Workflow settings. For more information, see How to activate the Customer Order Control function and in the Standard step edit window, select Never.

Partially ordered to supplier

Alternatives set as  Partially ordered to supplier are alternatives for which the order has been partially placed to supplier. You can find these alternatives in the In processing section of your Project list.

Ordered to supplier

Alternatives set as Ordered to supplier are alternatives for which the order has been completely placed to supplier and are pending reception. You can find these alternatives in the In processing section of your Project list.

Must be cancelled

Alternatives set as Must be cancelled are alternatives that must be cancelled by a user with the corresponding user right. You can find these alternatives in the In processing section of your Project list.

Note: For more information, see Description of user role access rights.

Supplier order cancelled

Alternatives set as  Supplier order cancelled are alternatives for which the supplier order has been cancelled. You can find these alternatives in the In processing section of your Project list.

Must be reordered

Alternatives set as  Must be reordered are alternatives for which a new order must be done, for example, where technical changes are done on an order that has been already placed. You can find these alternatives in the In processing section of your Project list.

Partially received

Alternatives set as  Partially received are alternatives where the supplier order has been partially received. You can find these alternatives in the In processing section of your Project list.

Received

Alternatives set as Received are alternatives where the supplier order has been fully received. You can find these alternatives in the In processing section of your Project list.

Partially delivered

Alternatives set as Partially delivered are alternatives where the supplier order has been partially delivered to the customer. You can find these alternatives in the In processing section of your Project list.

Delivered

Alternatives set as Delivered are alternatives where the supplier order has been fully delivered to the customer. You can find these alternatives in the In processing section of your Project list.