The Sales Specification Types and Purchase Specification Types tables define the type of specification. You can also record the financial handling of the specification here. Additionally, it can be used as a template to quickly add Sales or Purchase Specifications.

In a quote or order line, a specification allows you to specify an additional action for final production. Specifications can be charged to a customer independently of the number of final products and both separately or together with the final products.

Sometimes it is useful to recalculate the price for a line in the sales quote, or to calculate the price for the sales order. Or to use the pre-calculation in a production order for determining the price of a sales order line. We explain how this works in this article.

It may happen that you forgot to add a quote line to a sales order. In this item, we explain how to resolve this.

There are various situations where a quote cannot be re-offered. Below we go through several scenarios and what you can do in these cases.

In Sales Quotation Management, it is possible to work with series prices. Depending on the number of products, different prices are offered. Series prices can be entered manually or based on a calculation.

It is possible to send the Metaalunie terms and conditions as an additional attachment. This article outlines the steps you need to follow.

When a quotation has been submitted to the customer but has not yet been rejected or converted into an order, the quotation can be modified and resubmitted.

Once a sales quotation line is created, it goes through various actions. Each line can proceed at its own pace. For example, different quotation lines from one quote do not all need to be processed into a sales order simultaneously.

Sales quotes and orders consist of a header and one or more lines. The header records the general information applicable to all lines of the quote/order. The lines contain the details of the sales products. This guide explains how to create these lines. The process is almost the same for sales orders and quotes, making the guide useful for both modules.

For the Sales Delivery Note report (8402), the (hidden) parameter 'Copy' is now available. If this parameter is checked, "Copy" will be added to the title of the report.

In MKG, it is possible to invoice in installments. This article explains how to create an installment plan, which you can then apply as a template to sales quotations and orders.

The Price Overview tab shows how the price of the total sales quote or sales order is composed.

In this overview, you will find the button icons and fields of the Sales Quotes module with a brief explanation. When you hover over a button in the MKG software, the name of the button will also appear.

What can you do if you select a relationship for an order or quote and the contact details are not correctly transferred?

In various modules, it is possible to adjust the contact information as set in the relationship. In this article, we explain how you can do that.

In the 'General' tab, you can fill in additional fields that apply to all sales quotes or sales orders, in addition to the header.

In some MKG modules you will find the navigation tree. The navigation tree is a tool that allows you to overview a process and all underlying components at a glance. This article shows where to find the navigation tree and how to use it.

Do you create products that you think you will sell more than once? Make it an item. In MKG, this can be done very easily from an existing sales quote or sales order. It saves a lot of input work when creating the next one, especially if you have an associated calculation that you can use as a bill of materials.

In various modules, process notifications may appear. In this article, we address the process notification “Synchronizing data with the rules is desired.” This notification occurs in the modules Sales Quotes, Sales Orders, and Purchase Orders.