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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.
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In this overview, you will find the button icons and fields of the sales quotation lines with a brief explanation. When you hover over a button in the MKG software, the name of the button will also appear there.
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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.
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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.
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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.
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In the 'General' tab, you can fill in additional fields that apply to all sales quotes or sales orders, in addition to the header.
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SalCon is Virtutec's 3D configuration solution, focused on use in marketing and sales. Show customers quickly and realistically what the sales conversation is about. Give a virtual tour in VR, AR or Web3D before the product has been delivered. Or provide dealers and representatives with a digital product configurator that far exceeds any brochure! With this integration you can easily connect this CPQ configurator to your CRM or ERP system.
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The integration between Quotation Factory and MKG is a functional link intended to improve the efficiency of quote and order management. This integration makes it possible to export essential data, such as items, item prices and debtor information, directly from MKG to Quotation Factory. This step eliminates the need to enter data manually, reducing the chance of errors and saving time.
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To create a sales order, your contact must be a debtor in MKG. In the Debtors table, you manage the financial details of your customers. This guide explains how to create a new debtor from this table in MKG.
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A process table, such as a sales order and sales quote, can be labeled as 'Historical' in MKG. A header becomes historical when all lines under the header are historical. A line becomes historical when it is fully processed. This generally occurs when a final status is reached.
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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.
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Within the purchasing and sales process, additional costs can be used. Think of transportation costs or certification costs. In this article, you will learn how to configure additional costs and what to consider when adding additional costs to purchase and sales invoices.
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In order to create a sales order, your relation in MKG must be a debtor. In the 'Debtors' table, you manage the financial data of your customers. This article explains how to create a new debtor from this table in MKG.
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After creating a sales order, you naturally want to send the order confirmation to your customer. Additionally, you will also need to confirm the order in MKG procedurally. This article explains how to confirm a sales order.
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The Calculations module is used for creating preliminary calculations. You can use the module by incorporating a sales quote into the calculation or by creating an 'independent' calculation. In addition to materials, you add operations to a calculation. An outsourcing is considered an operation in MKG.
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This article describes the administration settings on the 'General' tab. This tab contains the settings for 'Pricing'.
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In MKG, you can determine the quote price at your discretion, even if the quote lines are supported by a calculation. The 'Pricing' tab offers several possibilities for this. This article explains how to adjust the gross price of a quote line.
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This article describes the administration settings on the 'Status and actions' tab. On this tab you will find the standard configuration of the status-and-action model of the sales quotation.
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Your relation does not have to be a debtor in MKG to create a sales quote. You can go directly to the Sales Quotations module, but you can also create a quotation from within the relation itself. In this article you can read how to create a sales quotation from within the relation in MKG.